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Apr 24, 2018 at 12:36 PM

C4C - adjust result / filter COD_Account_SOVS

166 Views Last edit Apr 26, 2018 at 01:46 PM 2 rev

Hi,

By creating an Quotation as follow up from an Opportunity we have a requirement to filter the possible values of the Account based on the used RoleCodes (PartnerFunctions of the Opportunity) so called Involved Parties. Is there a way to manipulate the found results the wish is that only the RoleCode Flooring is shown ?

Opportunity - COD_Opportunity_TI

Quotation - COD_Quote_TT

SearchHelp - COD_Account_SOVS

Attachments

f4-values-3.png (25.9 kB)
f4-values-2.png (27.0 kB)
f4-values.png (45.5 kB)