Joshua Whale
- Total activity 35
- Last activity
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Activity overview
Latest activity by Joshua Whale-
Joshua Whale created a post,
Data Updaters - What is this?
Hey Flex team and community, A grayed out option in the settings page has piqued our interest. Data Updaters - sounds like some additional automation tool which I'm certain will be very useful. Can...
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Joshua Whale created a post,
Quote to pull list - How does your team do it?
Hi all, We've been having some ongoing performance issues with Flex when making large quotes (400+ Lines w/ fetch availability off) and we'd love to hear on how other teams are setting up their inv...
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Joshua Whale commented,
Also adding our team's support for this feature. Having a way to make a change view and to customise the views would be great.
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Joshua Whale commented,
FYI best option I've found so far is to use the following call and add lastEditDate as a calendarTokenFieldId /api/element-calendar/list-view-data
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Joshua Whale commented,
Hi Scott, How did you get the API to be triggered when there is a workflow action in Flex? Was this using Zapier or Asana?
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Joshua Whale created a post,
Financial document changes
Does anyone have recommendations on how you can search for quotes by last edit date?I have a script I want to run every hour or so and act on the most recently edited quotes. I've looked at global ...
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Joshua Whale created a post,
Generated report naming conventions
Hi Flex Team, We want it so that our generated reports follow the naming scheme of the element they are being printed from.We see that Flex5 names reports based on their report_name value when they...
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Joshua Whale created a post,
Xero Integration
We've noticed that Xero integration has been a selection option in the customer feedback form for some time. Is Flex actively working on this integration and what is the expected timeline of compl...
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Joshua Whale created a post,
Google Calendar Contact Association Expansion
We want the option to have additional contact associations which can be used to filter elements of a calendar to send to the google calendar.We want the contact associations for Technical Director,...
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Joshua Whale created a post,
Calendar Template Further Customisation
We'd love to be able to adjust how different calendar templates block out days.We want to be able to use "Show start date" and "Show end date" for our sales team calendar template as that is much m...