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 ...
We would like to see the ability to add a typeahead field to our Issue Custom Form so a user can select one of our active Portfolios from a dropdown list. Manually maintaining a standard dropdown would be extremely difficult as Portfolios are being opened and closed constantly.