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    David Soto
    Filter possible assign candidates for an opportunity record
    Topic posted December 21, 2016 by David SotoBronze Medal: 1,250+ Points, last edited December 21, 2016 
    60 Views, 2 Comments
    Title:
    Filter possible assign candidates for an opportunity record
    Content:

    Hi,

    In an Opportunity report, when I click the "Assign" menu option on one record, a popup window is displayed showing all the available candidates. But we want to filter that popup window based on the criteria [ActualUser].TerritoryId (only show the available candidates whose territoryId matches the actual user).

    We want to do that because currently a "TeamA" supervisor can assign a "TeamA Opportunity" to "TeamB employee" (or any employee), and it shouldn't work that way. TeamA Supervisor only have to be able to select a TeamA employee.

     

    Is there any way to do this? So far I was trying, but it seems to be an OOTB non customizable button...

     

    Thanks in advice
    David

    Version:
    November 2015

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