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Comentarios
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Please note I didn't mention anything about roles. I'm trying to pull the users listed under saved search -> audience subtab for all saved searches in our account.
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I'd also like to find saved searches that a certain user has been granted access to. Is this possible?
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Yes, as a scheduled report.
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Thanks @"Mikko De La Fuente-Oracle". I'm just looking to customize the filename of report.xls (e.g. SW Sales report.xls or any other name before the .xls). I know how to customize the content in the report.
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Thanks @"Micah Timbol-Oracle". I searched for it in SuiteIdeas before posting. Guess I must've missed it.
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I have some questions about your answer: "if you go to Filters then add Time Tracked>Employee/Vendor, select equal to and leave the field blank" How can you leave a filter blank when selecting at least one value is mandatory? "Another approach is to select the first line then use Shift+Click to the last dropdown option."…
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"Interesting - I think I was trying to set the preferred form in the Role Definition, not in the form." This can be done by navigating to the Forms subtab on the Role definition page.
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Yeah, there seems like no way around it. But we've made the blank form work for now. You can specify forms by role. Customize the form, click the Role subtab, and choose Preferred for the roles you want. Have you found any way to change from the preferred form to another one via WF in View and Edit modes? I created a WF…
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Is there any way around that small delay? If not, we're trying to load a blank form first, followed by the form we want to show. But it seems the only way to load the blank form first is to make it the preferred one. We don't want that. I tried adding a state to the workflow, but it still defaults to the preferred form…