Created or updated closed won opportunity in Salesforce creates Xero invoice.
In opportunities, we have a drop-down list for charity funds,
which corresponds to the tracking fields setup in Xero. In the recipe, when I
add the tracking field (Xero – create invoice with 1 line item - configure
action – Charity Funds) it gives me a ‘select a value’ drop-down list to choose
a single tracking item. However, I need it to match (bring across) the selected
charity fund from Salesforce.
Is there a way of doing this?
Best Answer
C
CJ Wee
said
almost 6 years ago
Hi Tony,
Even though this issue has been resolved in your ticket, I'd like to share the solution to our community.
Some input fields in the recipe can be configured to use a drop down list, or a custom value. You can switch between these two options by clicking on the black drop down arrow beside the input field name.
For instance, when creating an invoice in Xero, you can choose to use a currency code from the pick list, or use a custom value.
If you choose "Select from list" you are limited to the options in the list. However, if you choose "Enter a custom value, you can either map data pills into the field or you can hardcode a custom value into the field.
Answer
CJ Wee
said
almost 6 years ago
Hi Tony,
Even though this issue has been resolved in your ticket, I'd like to share the solution to our community.
Some input fields in the recipe can be configured to use a drop down list, or a custom value. You can switch between these two options by clicking on the black drop down arrow beside the input field name.
For instance, when creating an invoice in Xero, you can choose to use a currency code from the pick list, or use a custom value.
If you choose "Select from list" you are limited to the options in the list. However, if you choose "Enter a custom value, you can either map data pills into the field or you can hardcode a custom value into the field.
Tony
Created or updated closed won opportunity in Salesforce creates Xero invoice.
In opportunities, we have a drop-down list for charity funds, which corresponds to the tracking fields setup in Xero. In the recipe, when I add the tracking field (Xero – create invoice with 1 line item - configure action – Charity Funds) it gives me a ‘select a value’ drop-down list to choose a single tracking item. However, I need it to match (bring across) the selected charity fund from Salesforce.
Is there a way of doing this?
Hi Tony,
Even though this issue has been resolved in your ticket, I'd like to share the solution to our community.
Some input fields in the recipe can be configured to use a drop down list, or a custom value. You can switch between these two options by clicking on the black drop down arrow beside the input field name.
For instance, when creating an invoice in Xero, you can choose to use a currency code from the pick list, or use a custom value.
If you choose "Select from list" you are limited to the options in the list. However, if you choose "Enter a custom value, you can either map data pills into the field or you can hardcode a custom value into the field.
CJ Wee
Hi Tony,
Even though this issue has been resolved in your ticket, I'd like to share the solution to our community.
Some input fields in the recipe can be configured to use a drop down list, or a custom value. You can switch between these two options by clicking on the black drop down arrow beside the input field name.
For instance, when creating an invoice in Xero, you can choose to use a currency code from the pick list, or use a custom value.
If you choose "Select from list" you are limited to the options in the list. However, if you choose "Enter a custom value, you can either map data pills into the field or you can hardcode a custom value into the field.