1 Reply · Latest reply on Nov 22, 2017 5:46 PM by Rusty Luisaga

    Create menu My Account/Case based off of Account Team Members

      Business Case:

       

           Want to limit the Account list and Case List by only showing records that a logged in user is a member of the Account Team Member Table. This will provide focus on only the Accounts / Cases on their team.

       

      Discovery:

          

      Not sure how this can be accomplished by did see script include AccountTeamUtil and

      arguments on a case menu item that uses assigned to.

       

       

      Not sure how javascript can be used or if its possible to call a script include on a filter?

      Or can there be another way to accomplish the same results.

       

      Please advise..