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Restrict View

edited Jun 2, 2025 2:42PM in Ask A Guru 15 comments

Hi to all!

We have created custom segment named Cost Category and we have created a custom field names "Restrict to Cost Category" on accounts form, where you can select specific values from cost category.

How I can restrict any drop down list in transactions for cost category to the selected values in account record???

Any idea will be much appreciated.

Elina.

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