Bronze 2
Since ‎02-26-2021
‎12-03-2022

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I’ve read and looked in a lot of places but can’t seem to find how this action is triggered. I’ve create a table that serves as a template. I call it a “Service Setup” (it is a Service Template). In theory, upon the triggering of this action, a butto...
With the Concatenate expression, I have been able to populate the field of Account for a Location. The structure is one Bill To to many locations. So, I have put together the Bill To Account number with an added number. If the Bill To is 1001, I have...
I don’t want to reference a column from the same sheet (a different tab from the same sheet). I want to reference a column within a tab from another sheet (file). I have not been able to figure it out. Please help.
How do you associate a service template (this would be a table) to an account that will load the values of that template to a recurring service performed on the location (account)? For example, someone performs the same pest control service on a hous...
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