I have been able to successfully use calculated data from a Company Custom Form to a Task and/or Project Custom Form, but I'm struggling to get it to work on an Issue Custom Form. Any ideas? I have the following fields in a Company custom form, I would like it to populate into the Issue form based o...

Thank you! that worked. The instructions listed in the demo were clearly incorrect. Appreciate your help!

I have been trying to add a PDF widget to a custom form and foloowed the instructions to use the Preview link of the Document in the url of the field. Yet, the url expires and when I try to view the PDF in the form in a live environment, it is showing an error message. Has anyone had any luck adding...

You would need to have at least Group Admin access to be able to switch between Classic and NWE.

Yes, all you need to replace is the valuefield to description instead of ID. See below: case.0.comparison.leftmethod=val(templateID)case.0.comparison.operator=nncase.0.comparison.operatortype=stringcase.0.comparison.truemethod=nested(template).HTML(name)displayname=Expense Descriptionlink.comparis...

Try adding the text below: case.0.comparison.leftmethod=val(templateID)case.0.comparison.operator=nncase.0.comparison.operatortype=stringcase.0.comparison.truemethod=nested(template).HTML(name)link.comparison.leftmethod=val(referenceObjID)link.comparison.operator=nnlink.comparison.operatortype=stri...

How do you add a Scenario Overview? Are you referring to adding a Note to the Module?

Randy is correct; that is exactly what we did.

We had a similar need with our projects. The solution we were able to use was to utilize Fusion to auto-assign the Project Owner to tasks where the Template role was Account Manager. We have found that Fusion has been the best option for any automations.

I work in both Central Time and Eastern Time Zones in the US. We have teams in just about every time zone in the US and Canada. All experience similar latency issues. As for time of Day, morning, noon and night just about every day. I am permanently in NWE.