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

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.

Here is some info, hope it helps: Computer - Mac or PC- PCInternet provider? Comcast and SpectrumDo you use VPN? NopeDo you use SSO? YesWhere do you notice the slowest page load times? Projects List, Dashboards, Reporting with multiple fieldsWhere do you notice the fastest page load times? Request...

I have been experiencing similar lag times. I had actually put in a support ticket, but there was no resolution form it. The delay/lag times seem to be intermittent..