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[DX Summary Box] Add Last Touched #1

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opened 2026-05-15 20:04:13 +00:00 by Michiyo · 1 comment
Michiyo commented 2026-05-15 20:04:13 +00:00
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Could you please add the "Last Touch" field?

Category: Field Request
Submitted from: DX Summary Box v1.16
Case URL: https://trimbledx.lightning.force.com/lightning/r/Case/500PO00000g8FRZYA2/view?ws=%2Flightning%2Fr%2FAccount%2F0017V00001wxgDnQAI%2Fview
Case ID: 500PO00000g8FRZYA2

Current Summary Snapshot:

Case Summary

ACCOUNT NAME
Can-Traffic Services Ltd
SUBJECT
Invoice Created in SM Then Voided Still in AR
DESCRIPTION
An Invoice was created in SM (19212) and then adjusted / voided. It was then re-invoiced as Invoice 19223. Both the original invoice and the new invoice still show in AR. 

In the vSMInvoiceDetailOrphans table, the original 2 transactions show. How can we fix this so AR and SM agree with each other?
DATE/TIME OPENED
5/15/2026, 10:21 AM
LOCAL TIME
05/15/2026 2:03 PM MDT
PRODUCT VERSION
(empty)
CONTACT NAME
Joel Storey
EMAIL
jstorey@can-traffic.ca
PHONEcopy
(780) 449-4059
SPECIAL ACCOUNT INSTRUCTIONScopy
FDG
CRITICAL CASE NOTES
(empty)
INTERNAL COMMENTS
(empty)

Current Field Config:

{
  "Account Name": {
    "enabled": true,
    "copy": false
  },
  "Subject": {
    "enabled": true,
    "copy": false
  },
  "Description": {
    "enabled": true,
    "copy": false
  },
  "Date/Time Opened": {
    "enabled": true,
    "copy": false
  },
  "Local Time": {
    "enabled": true,
    "copy": false
  },
  "Priority": {
    "enabled": false,
    "copy": false
  },
  "Case Product": {
    "enabled": false,
    "copy": false
  },
  "Product Version": {
    "enabled": true,
    "copy": true
  },
  "Contact Name": {
    "enabled": true,
    "copy": false
  },
  "Email": {
    "enabled": true,
    "copy": false
  },
  "Phone": {
    "enabled": true,
    "copy": true
  },
  "Special Account Instructions": {
    "enabled": true,
    "copy": true
  },
  "Critical Case Notes": {
    "enabled": true,
    "copy": false
  },
  "Internal Comments": {
    "enabled": true,
    "copy": false
  }
}

User Agent: Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/148.0.0.0 Safari/537.36

Could you please add the "Last Touch" field? --- Category: Field Request Submitted from: DX Summary Box v1.16 Case URL: https://trimbledx.lightning.force.com/lightning/r/Case/500PO00000g8FRZYA2/view?ws=%2Flightning%2Fr%2FAccount%2F0017V00001wxgDnQAI%2Fview Case ID: 500PO00000g8FRZYA2 Current Summary Snapshot: ```text Case Summary ACCOUNT NAME Can-Traffic Services Ltd SUBJECT Invoice Created in SM Then Voided Still in AR DESCRIPTION An Invoice was created in SM (19212) and then adjusted / voided. It was then re-invoiced as Invoice 19223. Both the original invoice and the new invoice still show in AR. In the vSMInvoiceDetailOrphans table, the original 2 transactions show. How can we fix this so AR and SM agree with each other? DATE/TIME OPENED 5/15/2026, 10:21 AM LOCAL TIME 05/15/2026 2:03 PM MDT PRODUCT VERSION (empty) CONTACT NAME Joel Storey EMAIL jstorey@can-traffic.ca PHONEcopy (780) 449-4059 SPECIAL ACCOUNT INSTRUCTIONScopy FDG CRITICAL CASE NOTES (empty) INTERNAL COMMENTS (empty) ``` Current Field Config: ```json { "Account Name": { "enabled": true, "copy": false }, "Subject": { "enabled": true, "copy": false }, "Description": { "enabled": true, "copy": false }, "Date/Time Opened": { "enabled": true, "copy": false }, "Local Time": { "enabled": true, "copy": false }, "Priority": { "enabled": false, "copy": false }, "Case Product": { "enabled": false, "copy": false }, "Product Version": { "enabled": true, "copy": true }, "Contact Name": { "enabled": true, "copy": false }, "Email": { "enabled": true, "copy": false }, "Phone": { "enabled": true, "copy": true }, "Special Account Instructions": { "enabled": true, "copy": true }, "Critical Case Notes": { "enabled": true, "copy": false }, "Internal Comments": { "enabled": true, "copy": false } } ``` User Agent: Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/148.0.0.0 Safari/537.36
Michiyo commented 2026-05-15 21:13:06 +00:00
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Michiyo/TrimbleScripts#1
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