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KHartleyDev
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Member since ‎Dec 27, 2022
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Kai Hartley

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KHartleyDev
Member
April 21, 2025
Reply to Ability to include null values in report
Null Data would be extrememly useful for reporting. Having to throw in dummy data to get columns to show up is not a great solution.
KHartleyDev
Member
April 21, 2025
Reply to Track Changes Made to Line Items on Deals
I did find a solution for finding at least some data. This API Guide includes a parameter when retrieving line items called propertiesWithHistory tha...read more
KHartleyDev
Member
May 01, 2024
Reply to quote based trigger for "published"
@MStrebor75 No problem! Glad to help!
KHartleyDev
Member
April 29, 2024
Reply to quote based trigger for "published"
@MStrebor75 Yes. We have our Fulfillment team check each quote as it is published for accuracy. If they find errors, they'll send it back to the sa...read more
KHartleyDev
Member
October 02, 2023
Reply to Limit the number of records that move through a workflow (meter or regulate workflow progress)
This is something we're wanting as well. I made a workflow to find the most recent sold deals per company and it compares the sale date versus the te...read more
KHartleyDev
Member
September 14, 2023
Reply to quote based trigger for "published"
I found a workaround for this. If you don't have the Require approvals on all quotes setting turned on, any created but not published quotes will hav...read more
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