Redwood Quote List "My Quote" search
Hi,
I have asked the AI Support Assistannt how to create a "My Quotes" search in Redwood Quote List so sales users only can see their own quotes and it gives me the following:
Creating a "My Quote" Search in Redwood Quote List
To allow sales users to see only the quotes they have created, follow these steps:
- Go to the Admin page and click Process Definition under Commerce and Documents.
- Select Data Columns for the Commerce process, then click List.
- Click the attribute like 'Created By' or 'Owner' and enable Keyword Search Enabled.
- Click Update.
Next, create a Saved Search:
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