About ASchwarz

ASchwarz · ‎02-20-2019

Hi guys, we just had the case that we needed to see which changes have been made in the account and actually it is not even possible to see which fields have been changed by whom. With the file the support provided we just see that a change happened but nothing else. If an audit requires such data we can't provide them anything. Can you please give us an update on the progress here. We have hundreds of Kudos and this is an ongoing topic since 2 years now. Best, Anne

ASchwarz · ‎01-31-2019

Would really appreciate if this could be available soon due to audits this feature is really important.

ASchwarz · ‎11-29-2018

At the moment we are not able to put transactiontables into credit or debitmemotemplates. This feature would make it easier to explain to the customer how the credit or debit memo was settled etc.

ASchwarz · ‎11-20-2018

As we are using the advanced invoice settlement feature and have several templates for invoices, credit memos and debit memos we need to be able to update this within a workflow. At the moment we are only able to export and update the invoice template ID for accounts.

ASchwarz · ‎11-13-2018

It would be great to get the reasoncode of a credit/debit memo as a merge field to have the abilitity to work with conditional logic in the templates dependent on the reason code.

ASchwarz · ‎09-20-2018

Hi guys, we are just trying to figure out how to use a case within a workflow. As Case Value we want to use a custom picklist field. Now we are wondering what we need to enter in the fields Case 1 and 2 etc. We thought the picklist value would be enough but we always get the error: undefined method `append' for "Case 1: 'jährlich'', 'Case 2: 'monatlich'": String Does it even work with picklist fields? Unfortunately I can't find a documentation. Thanks in advance.

ASchwarz · ‎09-18-2018

At the moment I am only able to create Invoice Templates or Communication Profiles in the Quote Config. As we are using the advanced invoice settlement we also have templates for Credit and Debit Memos. All our new customers come via Salesforce to Zuora and it would be great to get the ability to also assign Credit and Debit Memo Templates for an Account on the Salesforce Quote which is then synched to Zuora. At the Moment we need to make a manual update on every Account in Zuora to assign the correct templates at the end.

ASchwarz · ‎09-03-2018

I am trying to make a Callout to create a Case in Salesforce. Problem is I always get an error 401: [{"message":"INVALID_HEADER_TYPE","errorCode":"INVALID_AUTH_HEADER"}] I am trying to make the basic authentification with username and PW and as a header I have set: clientSecret securityToken Content-Type: application/json Do you have any idea how I can make the callout work? I already tried it without any secret tokens and client secret and so on. Cannot find the right solution. Thanks in advance.

ASchwarz · ‎08-30-2018

Hi Sravindran, we had the same issue. Our solution is the following: {{'now' | date: "%s" | plus : 1209600 | date: "%F"}} We only added 14 days but I guess it should work with month as well. So you only need to calculate the amount of seconds which result in 6 month. Best, Anne

ASchwarz · ‎08-27-2018

You didn't mention the rollout for the EU sandbox? How are we supposed to see if this is working or not prior to the EU production roll out?

ASchwarz · ‎08-23-2018

Hi Chudy, THANK YOU! That was quiet easy if you know where to look :) It worked without any problems. Best, Anne

ASchwarz · ‎08-23-2018

Hi, we are currently working a lot with this workflow app and are overall very happy. Maybe you can help us find a solution on following topic: We have a custom date field on accounts. We are now trying to remove the date and leave the field blank as a result of the workflow. But we are not able to make an update on the field to leave it blank. We already tried to leave the input blank or set 'blank' or 'nil' and so on. We are running out of solutions here with our liquid skills. Maybe you can help us? Thanks in advance. Best, Anne

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Re: Require Audit Trail

Re: Require Audit Trail

Make Transaction tables available for credit and d...

Update Credit Memo/Debit Memo Template ID via Work...

Mergefield Reason Code for Credit and Debit Memo T...

How to work with a case

Ability to create Credit/Debit Memo Templates in S...

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Re: Workflow

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Re: Workflow

Re: Workflow