Filtering
Discussion List
-
Can I disable a column but still able to use it as a filter in Workspace(Adaptive Search)?Is it possible to disable a field to be added as a column in Workspace UI but still able to add it as a filter? I've looked up documentation but I am unable to find an a… -
Not able to share custom filters in WORKSPACE.Summary: HI Team, I am not getting an option to share the filter that I have created with others. It is disabled. Do you know which role is required to enable that optio… -
What is the impact of enabling all fields for all objects in the configure adaptive search ?If enabling all fields for all objects in the configure adaptive search including the child object referenced fields, enable grouping, mark as in-object reference as wel…
-
How to Restrict a user to search all contacts ?Hello , we are implementing Oracle Sales and B2B Service Cloud , and we would like to restrict a user to search for all contacts. he should be able to find a contact onl…
-
How to restrict user seeing Activities of other user in the workspaceSummary How to restrict user seeing Activities of other user in the workspaceContent Hi, Is there any way to restrict user seeing Activities of other user in the workspa…
-
Activities,My Appointments in WorkspaceSummary Activities,My Appointments in WorkspaceContent Hi All, In Workspace when we go to Activities-->My Appointments we are getting some records which are not related …
-
Adaptive Search for Custom ObjectsSummary We need to be able to use the standard record set for Custom Objects in WorkspaceContent Currently we have a custom object - CEDs we use to track competitive ass…
-
Custom Object search based on default Creation date rangeContent Hi , How to set the Custom Object search based on default creation date period of last 1 month. Like Lead & Opportunity we have the options to set the default cr…