ERP - Core

This is a known bug with version 12 of the software. The only possible workaround would be to implement a message process using a process definition that would email the user when the field has been left blank under the set criteria.

Required If formula does not work on quotes when in create mode

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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