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Custom Entity List/Record When Source is STATUS
Setup a custom entity field where Type is List/Record/Source List is STatus/Source From is STatus. Save and you get a pop up The field type must match the type of the field you are referencing from (free-form text). Customer Statuses are setup in Setup > Sales. We want to control what certain roles see in the Status dropdown list on entity and opportunity records so I created a status list for our Client Services team and another list for our Sales team but can't get by this pop up. Has anyone had any luck with this?
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