My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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Re: custom role can't see saved search result
Hi @"lilywu", Edit your custom role and add Find Transaction Permission and set it to View. I hope this helps. Thank you. Michelle Jabanes-Oracle1 -
Re: permission needed to select from accounts in jdbc
Hi @"ssilveri777", Please check if the SuiteAnalytics Connect permission is added in your role. * Navigate to Setup > User/Roles > Manage Roles > New Role * Custom Role: Click Edit…1 -
Re: Drag and Drop Permissions Issue
Hi @"Katelyn M Pitts", I received the same warining if both or either one of these permissions is set to Create. Please make sure that both Transaction record and the Custom Transaction Typ…1 -
Re: Customer Dashboard: Customer Summary (default)
Hi @"RickG_1136", Good day! Have you tried enabling the Form is Preferred checkbox? Enabling this won't affect the form you set in your Entity record. Please let me know how it goes. T…2 -
Re: Import Forecast
Hi @"sarahm_43874", Good day! This is to acknowledge your question and to inform you that we will further review this. We will reply to this thread as soon as we are done with our research …1
