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SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
Saved Searches/Customized Views for UI-based built-in lists needed
I have a need to limit users to what they can see in built-in dropdown lists on a form UI (for example, customer or transaction, etc). We can do this of course with custom list/record fields by setting filtering, but we do not have access to this filtering mechanism for built-in lists (such as the customer list/record field on a transaction).
Here is the scenario:
I want to limit the user/employee to seeing only customers and transactions of certain partners they are assigned to. We make this assignment in their employee record via a multi-select partner list/record.
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