Tag: user event script

Email sending on save action of task record

Requirement When a task record is opened, in the escalation tab, when we enter data in the escalation record and save the task record then send an email to the employee in the escalation record. When task record is saved, the escalation record needs to become empty. Solution A userevent script is created to send… Continue reading Email sending on save action of task record

Display External Id in Sales Channel

Requirement We need to display the external Id to the custom field in Sales Channel record. Solution We need to create a custom field to store the external Id sourced from the standard External Id field. Then the value is set to this custom field using a userevent script.

Update a custom field automatically on time record when an invoice is created for Billable time

Requirement We need to update a custom field on time record, when an invoice is created for Billable time. Solution To achieve this result:Create a Transaction Line Field on the Time Tracking Record with Type = List/Record of Transaction, Applied To = Time, Display Type = Disabled Create a User Event Script deployed on Invoice with After Submit Function that stamps the Custom Transaction Line Field value with the created Invoice Number. The function will… Continue reading Update a custom field automatically on time record when an invoice is created for Billable time