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Finite Partners · Sep 09, 2024 · article

July 21, 2022 Garrett Griffin-Morales

This video demonstrates how to set up View Rules to enforce what view is presented to a user.

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July 15, 2022 Garrett Griffin-Morales

Introduction: Reviewing some View basics Form and list views can display records in ways that fit different uses. For instance, […]

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July 8, 2022 Garrett Griffin-Morales

This video walks through the steps of setting up a simple notification on a record.

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July 6, 2022 Garrett Griffin-Morales

Business rules that use the “Advanced” checkbox are frequently set to run on Insert or Update, but there are a […]

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June 29, 2022 Garrett Griffin-Morales

Business rules fire on database activity or interaction with the database. A “display” business rule fires when the data for […]

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May 13, 2022 Garrett Griffin-Morales

Does a field need to be changed to read-only, mandatory, or has a particular value or another setting? You can […]

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May 4, 2022 Garrett Griffin-Morales

You might have noticed that Incident and Change, by default, have an option to compose an email manually. It is […]

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May 4, 2022 Garrett Griffin-Morales

You may have found it handy to use the Email Client, which is opened by selecting “Email” from “More options” […]

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April 21, 2022 Garrett Griffin-Morales

Related Lists in General A related list is a display of records that have some association with the record you […]

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April 7, 2022 Garrett Griffin-Morales

This video provides a couple of examples of how to use Client Scripts to update fields onscreen.

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