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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
NSC | Set Fields as Inline Under Financial Tab on Customer Record on Specific Role
It is a standard behavior that the Fields under the Financial tab on the Customer Record are editable. Create a Workflow in order to set this to Inline depending on a specific Custom Role.
1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
○ Name: Enter Set Inline for Financial tab
○ Record Type: Select Customer
○ Sub Types: Select Customer
○ Execute As Admin: Enter Checkmark
○ Release Status: Select Released
○ Initiation: Select Event Based
3. Event Definition:
○ On Create: Enter Checkmark
○ On View or Update: Enter Checkmark
○ Trigger Type: Select -All-
4. Click Save
5. Click State 1
6. Bottom right corner: Click New Action
7. Click Set Field Display Type
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