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Member Since 26 Apr 2014
Offline Last Active Feb 26 2019 11:53 AM

#15333 X2 Workflow Calendar Events

Posted by ahouston on 20 November 2018 - 08:02 AM

correction to above. Instead of doing a Create Action, co a Create Record. you must know the calendar id for the calendar you want it to appear on. also use description, due date attributes. I believe all others are optional additional info.

#12759 Date Formats, Flow, and Calculations

Posted by ahouston on 19 January 2017 - 02:33 PM

I don't know about Yesterday, Today, tomorrow, but I was instructed awhile ago to use 



So If I want something in 2 hours, it'd be ={timestamp} + (2*60*60) or 2 days would be ={timestamp} + (2*24*60*60)

#7597 Contact Address Carry to New Account & Vice Versa

Posted by ahouston on 07 May 2014 - 07:13 PM

Creating a new contact - type in name, address, phone. Click + to create account from that screen. Phone number carries in, but address does not. Could save extra typing to carry that data in, or prompt if user wants to copy it into the new account record.

Alternatively, create the account first, then go to create a new contact and type in the account name to add it - the account address and phone fields could populate into the contact address and phone, either automatically, or by prompting the user whether they want to copy that info into the contact.