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David J Pierce

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Dynamic Custom Fields

My team would like to use custom fields to categorize requests received from clients at two levels (category and sub-category).  Currently, we have these set-up as two custom fields, but the challe...

  1. Community
  2. How To

Dynamic Approvers in Workflows

I have a workflow that automatically assigns an approver when the status moves to Ready for Review.  The challenge I am having is that the approver needs to vary by client.  I would like to avoid b...




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