I have an existing GI: Opportunities Details, where I would like to display the ‘Summary’ field under the ACTIVITIES tab in the Opportunities screen. It should be able to filter where Type=’Project Mgmt’ and Created At=’most latest date’ and display the summary according to these filter.
Any idea how I can create the GI? thanks
+19Hi
Please find the screenshots below and implement the same and verify.
Add the Type=’Project Mgmt’ in the Conditions tab.
hi
here is XML format of the GI, could you help to take a look? thanks a lot!
How can I get the Activities() to show in a Sales Order GI. That shows the amount of Activities on a particular sales order.
+19Hi Sams,
A single Sales Order may contain multiple ACTIVITIES, in this case, it will display the duplicate Sales Orders. Do you still want to show in Sales Orders GI or you wanted to create a new separate GI?
Sales Order GI. When i click on activities I would like it to open same screen as when you are on the sales order.
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