Scott McClure

Idan, We're facing the same thing.  The Open Items is the only real issue but you need to be able to write SQL code to enforce the DO rules - quite possible.  This does mean creating your own dashb...

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• March 26, 2018 18:45
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Thank you.  By the way, your current "My Documents" in the Open Items List does not honor the sales teams - those people that are on the Owner's team should be able to see the same docs as the owne...

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• March 07, 2018 17:11
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Patrice, Your validation is on a menu click (not specified) but doesn't the form still open in Add or Update?  What triggers your validation?   Thanks, Scott

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• November 02, 2017 16:34
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Outstanding!  Thanks for the testing Thomas.

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• May 16, 2017 15:45
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Thanks, Thomas, for looking into this further.  You guys are the best!!

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• March 03, 2017 16:09
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