Be able to delete the first stage of a Business Process Flow
Clients often request and are frustrated when you explain to them that 2 Business Process Flows are needed; 1 for the Lead Sales Process Flow and 1 when an Opportunity is not created from qualifying a Lead. Ideally, particularly for reporting purposes, 1 BPF would cover 2 scenarios. Given that ...
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Needs Votes
Set filtered lookup and specific View(s) for lookups on Business Process Flows
Filtered lookups and specifying what a user can see by selecting specific View(s) for a certain lookup field are two of the great features of lookups on a form. For example, depending on the Opportunity Type selected, filtered lookups give us the ability to easily only show the appropriate Sub-t...
STATUS DETAILS
Needs Votes