ContributionsMost RecentMost LikesSolutionsRe: Grid Edit and Search & Replace at Report Level Thanks Mark. As always, you've come to my rescue with your genius. I've never worked with permission rules, so you've opened my eyes. This works perfectly! Thanks again and have a great day! ------------------------------ Kim ------------------------------ Re: Email Notification to send when a checkbox is checked That works. Thanks again Mark. Happy Canada Day! ------------------------------ Kim ------------------------------ Re: Email Notification to send when a checkbox is checked Thanks Mark, So, I want to look for all records where the TR1 reminder date is equal to today, but I can't see how to do that. What am I missing? I don't see an "Equals" or "Is" option. Is there another way to search? Thank you, ------------------------------ Kim ------------------------------ Re: Email Notification to send when a checkbox is checked Thanks Mark, Got it. As I was typing, I was thinking that was the case. So if I ran a pipeline every morning that checks for records with the send date of today and sets the checkbox to true, would that work? I'd make the "send today" checkbox just a checkbox, rather than a formula checkbox. Does that count as making an actual update to the record? ------------------------------ Kim ------------------------------ Email Notification to send when a checkbox is checked Good morning, I've set up an email notification to send when my "TR1 Send Reminder Today" checkbox is checked. Here are my fields: TR1 Send Reminder Todayformula checkbox: If( =Today(), true, false ) TR1 Reminder date formula date: WeekdayAdd(, -3) TR1 Reminder Email Sent On Date/time The TR1 reminder date is set to 3 business days before the TR1 Site Survey Date. Once the TR1 reminder date is "Today", the TR1 Send Reminder Today checkbox gets checked. This change to the record should fire off the email and trigger my pipeline to populate the TR1 Reminder Email Sent On Date/time. I had thought that it would fire just after midnight, as soon as the checkbox was checked, but it didn't. This morning, the checkbox was checked, but the email didn't send. The pipeline didn't fire either. This morning, I blanked out the TR1 Site Survey date, saved the record, re-input the date and saved the record. This fired the email and the pipeline. I guess my question is, is the change of the checkbox from false to true as a result of the formula not considered an actual change to the record? I've set the email to send when: A store is modified Any of the following fields change TR1 Send Reminder Today ANDwhen the following conditions are true after the change: TR1 Send Reminder Today is equal to checked Thank you, ------------------------------ Kim ------------------------------ Re: Can't print/save report as .pdf Thanks Jeff, I'm having the same issue trying to save an exact form as a pdf. I will log a ticket and piggyback on 724177 ------------------------------ Kim ------------------------------ Re: New Form - Save button and other questions So I found my own answer to question 1. You can no longer put the save button at the bottom of the form. Seems they have taken away this functionality. Bummer, cause I used it a lot! ------------------------------ Kim ------------------------------ Re: New Form - Save button and other questions Thanks Mark! ------------------------------ Kim ------------------------------ New Form - form rule to show section after saved and validated Hello, I'm trying to show a "thank you, we've received your order" section once all the required fields are filled in and the user hits "save". I've set up a form rule for the section, but the "Run this rule when someone saves a record after validating" is greyed out. I'd be happy to display a message rather than show the section, but the option is still greyed out. Any suggestions are appreciated! Thank you, ------------------------------ Kim ------------------------------ New Form - Save button and other questions Hello, I've got a few questions about the new form. 1. I'm trying to show the "Save" button at the bottom of my form but can't find the option to do that. The form settings only show options for when new fields are added and whether or not to include built-in fields. Is it still an option to show it at the bottom? 2. Can I not make my text a custom size anymore? I only see options for paragraph and heading. 3. Is there an option to use the old form-builder anywhere? Thank you! ------------------------------ Kim ------------------------------