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Re: Share your best practices on guiding users through the UX — July 2025 Community Challenge
Coming in at the end, where everyone has already done the hard work, some additional thoughts (some of which may already have been mentioned!) Use of role profiles - not to drive module access but to…3 -
Re: Bulk processing with Workflow
Nice example - definite food for thought on batch requests As a best practice pedant (of course) wouldn't "If Ready to submit = TRUE AND Assigned = FALSE THEN TRUE ELSE FALSE" be bette…4 -
Re: Did you know? Boolean read write
Nice and simple. Think you can make the list production as you're referring to the top level and not a list item with the select.1 -
Re: Did You Know: Code for Line Item Subsets
@JonCushing - knew there had to be a use for the code column! we've often done that sort of mapping as a name but this is far better as that could change but the code really shouldn't. 👍️3 -
Re: Disabled User Still Assigned a License
Hi @danielcha - that shouldn't be the case re being counted under number of licenses. Worth contacting either your CSBP / Partner / Support. And as for the 2nd point we've wanted to delete …1

