On Order section there is a OOB lookups field called "Client". On click we can select either Account or Contact because both list are appearing for selection.
By default the field "Client" is a mandatory field. From section wizard > Edit Page, This field is not removing and we cannot make it non-mandatory. I need to avoid this field.
We need to create filters to display only accounts owned by the current user. The goal is to create just a unique filter (i.e. My Accounts) that compares the Account Owner with the Logged in User. So the same filter will show different accounts depending on the active user. Thanks for your comments. Diego
How do you restrict access to a custom process? For example, if I want to ensure that only System Administrators can run a process, is the only way to restrict who can run the process by checking the current user in the process?
Why are not manually created activities seen in my Business process task area in my Communication panel? (Even with the Show future tasks -checkbox checked).
I'd like to have manually created tasks seen in this panel as well.
I have read the Academy information about this thuroughly and I feel the requirement for the tasks created manually are met and therefor should be shown.
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