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  • Blog Post: Using a TableLevel script to Update Submitted Values

    Imagine you have a requirement to a ensure that a particular opportunity field contains certain data as an Opportunity record is inserted. In addition this information should be partially derived from the parent company data. For example the oppo_customerref field should be populated with a values based...
  • Blog Post: A Universal "Go Back" button in Workflow

    The requirement to allow the user to fall back to an earlier point in the workflow is usually handled by looping. We can see from the diagram below how a workflow can allow a user to drop back and repeat or cycle through certain workflow states again and again. But what if we need to have a workflow...