Darshil_Shah1

Could there be a case where a single CO record could have multiple Owners (and, if yes, along the same lines, is the number of owners that could be tied to a single Application CO record not fixed)? I understand you have more than possible Owners, but if a single Application CO record could at a sin...

Yeah, this makes sense, The $TriggerObject reference only works for “Added” triggers and not for “Updated” triggers. You can sort the CO records using the sort tool, but when used as-is, there's a catch/caveat associated with that.#set( $sortedList = $sorter.sort($customObjList,"updatedAt:desc") ) I...

Since other users aren't seeing this issue, it's logical and anticipated that support won't be able to reproduce it with their user either. Do you see any errors in your browser's F12 console when you encounter this error? The other day I was talking with the engineering team, and they let me know ...

In the documentation (https://developers.marketo.com/email-scripting/), it states that by accessing the 0th index, we retrieve the latest updated CO record (the one responsible for triggering the email and the one I require) and that is why we accessed the 0th index. It's always a best practice to s...

I usually create a loom video and include it in the support ticket I submit to the support team, so they can refer to it if they aren't able to reproduce the issue on their end. Have you tried switching browsers/deleting cookies/trying in an incognito window?

Well, yes, Marketo has permission sets for creating/editing/approving emails, but if a user's assigned role doesn't have the apt permission Marketo throws an error in the blue dialog box with this message: "You do not have sufficient privileges to perform this action". Also, it definitely should not...

Agreed with you, @Jo_Pitts1! That's precisely the reason I wanted to understand whether OP really has a valid business case for using the PDF? If OP could do with non-PDF content, e.g., linking the webpage in the email/displaying the data in the email, it'd be better than jumping through all the hoo...

Well, you need to reference the velocity names of the fields instead of referencing them through the tokenized way (i.e., with the curly braces). In general, you should get familiarized with the velocity construct, how to work COs, the need to sort them before referencing, and pick the correct CO. Y...

Yeah, not a lot of users realize this until it's too late/not while creating the CO. You could set up an aux. field on your primary CO linked to the Person object to also store the owner score value, so you're able to pinpoint the exact CO records that have both the criteria in place in the same CO ...

Have you considered all the caveats of working with Marketo partitions? example, one of the biggest caveats that you should be aware of while using partitions is that people cannot be shared/co-exist (even as separate person records) across partitions. There are ways to create duplicate records acro...