A new knowledge base article has been published on our support portal.
The customer’s requirement in this article was to have a clickable link that would show the oldest unpaid Invoice on that Account. This article can also be acheived using the SmartFlow function – see this knowledge base article
N52 Formula Manager Solution
The formula manager solution works like this:
- The formula will use Fetch-XML to find all the unpaid Invoices on that account in order of oldest due date
- We select the first record found and create a hyperlink for it
- If no records found we just return a message saying No Unpaid Invoices