Hi Tracy, You can create a category report (category = custom form), parameter report (custom field) and then export it to excel, pdf, or csv. Also, you could use a kickstart to export it to an excel sheet and then convert that to a pdf. Just a few thoughts. Thanks, Dustin Martin Tier 2 Assigned Sup...

Hello Catherine, We don't keep track of who changes data inside a custom form, but you can add in columns for "Last Updated By: Name" and "Last Update Date" in the view on the Custom Form list, or Custom Field list. That'll at least get you pretty close to what you're looking for. We're also in the ...

Hey folks, Quick FYI, the error occurs when the database table is read only, as it can't commit the change to the object you're working on. I usually see this problem happen when we're doing maintenance and people are still working in the system, or if 2 people happen to do an action on the same obj...

Hi Lisa, It looks like you're referring to a timesheet that would span more than Mon-Sunday. If you adjusted your timesheet profile to be say 2 weeks instead of 1, you would see the back/forward arrows that allow you to move through the different weeks that fall in that timesheet's range. The back t...

Hi Mike, Vic is pretty close, but in order to attach a milestone to a task, you first must build out the milestone path. You can build the milestone path via Setup -> Processes -> Milestone Paths . Once you have a path built out, you'll go to a project you want the milestones on, edit the project se...

Hey Skye, We recently (Novemberish) changed how we handle the SSO table in Preview, it no longer gets wiped out each refresh. Same for those companies that have a SB01 or SB02 environment (a custom refreshable sandbox). You can now set up SSO for Preview (usually used for testing or for companies th...

Hey Eric, We don't actually use Microsoft Exchange as our email provider. We also have a different email provider for employee email vs system email. In some situations, you may have an arrangement with your Assigned Support Engineer to notify you of an outage. In some cases, like mine, I found out ...

Hi Esther, When you have the box checked to "Send work I assign to myself to my Working On tab", the system assumes you know you're creating a work item for yourself, and does not send an email alerting you that you have one. I hope this information helps! Thanks, Dustin Martin Tier 2 Assigned Suppo...

Hi Steve, We would recommend going to

Hi Martyn, If you export a blank kick-start file with issues as the selected object, you can open it and you'll find several of the fields are bolded. Those are the required fields. Off the top of my head, here are a few that come to mind: isTrue | ID | setName | setOpTaskType (this one is if it's a...