Tip #1210: Getting to settings from unified interface

Fine dining table setting from above

One objection to switching to the unified interface is that some users need to access functionality in the settings area (create workflows, manage users, system settings) and we want to have a consistent user experience for all users. With recent updates to the unified interface, you can now easily get to the settings area from […]

Tip #1208: More entities now work from Unified Interface

Seinfeld: more of everything

Until recently the list of entities that didn’t work on unified interface included goals, connections, campaigns, and marketing lists. With recent updates, these entities can now be accessed from unified interface model driven apps. This is great news if you use one of these entities–I’m especially excited about marketing lists, as there are many great […]

Tip #1204: Export marketing lists with more information

Export Excellence Award

Is there a way to export a marketing list and include email addresses and other information? When I export a marketing list, I just get the lead or contact’s name. Reader Yes — you can get email address, phone number, address, and any other information from the contacts or leads who are members of the list. […]

Tip #1202: Editable grid control not working in subgrids

Worm's eye view photography of a metal frame

I enabled the editable grid control on a subgrid, but after publishing, I still see the read-only grid in the subgrid in classic UI. The grid is editable in unified interface. What’s up? Gridless reader Chances are you have legacy form rendering enabled in your environment system settings. Disable legacy form rendering and your subgrid will […]

Tip #1201: Working with integer variables in Microsoft Flow

Image of assorted row of numbers

In tip 1199, Leon Tribe talked about the power of using variables in Microsoft Flow. Leon astutely pointed out that using variables can simplify process development by allowing reuse of values between steps in Flow, and they can also be used for calculation purposes and building strings. One challenge with working with integer type variables […]