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  • Table level script on Opportunity auto created by Quote

    I am working in a system that auto creates an opportunity when a quote is created. I would like for some data from the quote to be populated on the opportunity. A simple example would be the Quote Reference ID. I would like this to populate in the description…
  • Interacting Table Level Scripts: A Chain Reaction

    Consider this scenario. There is an UpdateRecord() event function in a TLS on the Company. When the Company assigned user is changed (comp_primaryuserid) then all the 'In Progress' opportunities belonging to that company are reassigned to the new company…
  • A Table Level Script to update Opportunities when a Company is Reassigned

    A customer had the requirement that when a company was reassigned to a different account manager, the opportunities that belonged to that company that were still in progress should automatically be reassigned to the new company account manager. This…