Introduction¶
What it does¶
Workflowtaskslineitementitytolineitem: copies a field from the lineitem entity (e.g. Products and Services) and assigns it to a lineitem field (e.g. in Quotes, Sales Orders, Invoices).
Workflowtasksprofitmarginmarkup: calculates profit, margin and markup as a percentage, or ratio, for each lineitem.
Workflowtaskslineitemstoentity: applies a function to a lineitems field and then assigns the result to an entity field.
Workflowtaskslineitemtolineitem: allows you to define an expression with functions and lineitem fields and assign the result to a lineitem field.
Workflowtasksentitytoentity: allows you to define an expression with functions and entity fields and assign the result to a entity field.
Workflowtasksnotifymention: allows you to send a notification to a user if the user will be mentioned in a comment.
Screenshot¶
