on 04-24-2018 1:36 PM
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
Hi
Please use PDI to realize your requirements.
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