Tip #1109: Add variables to your workflow (when Actions don’t work)

Back in Tip #736: Add variables to your workflows, George ‘bringing discipline to the rest of us’ Doubinski suggested the excellent Tip of using an Action to simulate a variable in Workflows. I went to use this Tip this week for a lookup and, to my chagrin, found there is an exception to the Tip. […]

Tip #1040: Why Can We Stack Values in Workflow?

Back in the days when George Doubinski used configuration, he talked about using constants in workflows.However, this is only the tip of the configuration iceberg. Just above our Default Value box we can stack values for insertion into our field. What does it mean to stack the values and what happens when we do? When […]

Tip #293: What’s the point?

Happy New Year 2015

Welcome back to the Tipping Truckstop, where the tipsters gather to discuss pressing CRM matters. It’s DeCRMber already and the trucks are all festively decorated for the holiday season, so grab a cup of eggnog and pull up a stool. Today’s question is: In CRM 2013 and 2015, we have a field data type of “Floating […]