Is anyone else having issues with My Updates this week? Many of my requester/reviewers are saying they're receiving notifications to View/Approve new proofs, but that they're not showing up on their My Updates page. Earlier this week it was brought to my attention that the Recent Updates section is ...
Thanks Justin - that's a really great tip! However, it doesn't address the issue of not being able to read the names of the portfolios due to the character limit on the field. Amy Billmayer Allianz Life
Part of 2019.4 release: Additional object types available for Typeahead fields in a custom form I was thrilled that this was going to be part of the release, it's something that our requesters have been asking for since we implemented in June of this year. We have a number of active portfolios that ...
Heather, you're a life saver! I didn't have the request queues shared properly. Thank you SO much for taking the time to look into this. Amy Billmayer Allianz Life
Thanks Heather. I tried this as well, no go Primary Contact >> Manager ID Equal $$USER.ID AND Request >> Status Equal Awaiting Feedback, New, On Hold AND Request >> Resolving Object ID I s Blank Amy Billmayer Allianz Life
I'm trying to create what I thought would be a very simple report but it's got me stumped. I need a report for Managers to be able to view Requests made by their Direct Reports that have not been converted to Projects. Here's what I've done: Primary Contact >> Manager ID Equal $$USER.ID AND Request ...