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How to add standard OVS field of Account BO to another BO's search query?

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Hi Experts,

We want to add standard OVS field "Territory" from Account TI to "Advanced Search Filter" of Attendee OVS under Appointment QC.

Please let know how to achieve this. Thanks.

New Appointment -> Add Attendee -> F4 help on Name -> Advanced Filter Icon

Account -> Territory OVS Field

Regards,

Keynes Austin

Accepted Solutions (0)

Answers (1)

Answers (1)

HorstSchaude
Product and Topic Expert
Product and Topic Expert
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Hello Keynes,

Switch to the Adaption Mode and open the OVS for the Account.

  • If you see the "Territory" in the list of available fields just mark it and it will be there.
  • If you don't see the "Territory" it is not possible

HTH,

   Horst