It would be great to send attachments as attachments and not a link through the automated workflows.
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We are attempting to generate email notifications when a row is updated that would send an email with the attached files as email attachments, not links. Our ERP only accepts documents via email (which is crazy, I know), so we would like to forward our notification to the ERP without having an employee download all the attachments for the row. The ERP can't understand/extract the links, so we need to have the documents as actual email attachments. My research on this forum is showing this is not possible, but could be very helpful for others interacting with portals/ERPs/automated system that only accept email attachments vs. links.
Hi, I was creating new dashboard and thought it'll be so nice to have easy drag and drop Report widget capability from Workspace Panel since I always group set of reports under one folder (for ease of finding them what goes on the dashboard). I think this would be great time saver especially if you have similar name…
In the Resource Management Plan Settings in Control Center, there is no way to link the Client and Project Code fields even though they are not Custom fields and part of the first 3 fields you enter when creating a new project. I can't select them in the Custom Resource Management Information Fields because they are not…
Since the license model has changed, the option to Share should default to VIEW, not EDIT. The View option allows less-experienced users to share that way by default, and share as Edit only when needed. This allows for less cleanup during true-up. This also prevents users from adding provisional licenses unknowingly.
