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DWhittington1
Participant | Gold Partner
Participant | Gold Partner
Member since ‎Mar 20, 2023
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  • Replies
    3
  • Upvotes Given
    18
  • Upvotes Received
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  • Ideas
    4

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DWhittington1
Participant | Gold Partner
February 16, 2026
Reply to Adding picture to email based on Personalization Token
A new answer to this is to use the Preset email tokens: This can then be used to set the src of the image in the email signature: e.g....read more
DWhittington1
Participant | Gold Partner
October 01, 2025
Reply to Conditional properties in playbooks
Yeah that's not quite what I mean. That opens up a pop up to fill in the properties seperately. I was more thinking like conditional fields in a form...read more
DWhittington1
Participant | Gold Partner
September 24, 2025
Reply to Conditional properties in playbooks
Did this project go anywhere? We see a use case where a qualification call is happening and based on different outcomes/discussions the questions sho...read more
DWhittington1
Participant | Gold Partner
September 18, 2025
Reply to Addings Notes to Emails
Believe I found a solution to this. Create a workflow which copies the note body into a rich text value. That field can then be used in the emails wh...read more
DWhittington1 on July 25, 2025
Use Field Multiple Times In Stepped Form
So the use case we have is making a change request form. There are 10 different change requests with some requests having some overlapping requirements. The idea was to have a stepped form where they fill out their details with the CR type, it wou read more
Reply Idea Forms
0 upvote
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DWhittington1
Participant | Gold Partner
March 07, 2025
Reply to Sandbox
The Sandbox just needs to be better - its not really a sanbox to be honest, its just a seperate account to make changes in. Being able to sync ch...read more
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