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  • krishnapriya
    Senior Member
    • Aug 2017
    • 209

    Filter

    Hello,

    How to force user to select values based on the fillter.

    Eg:In quotes=> billingcontact user can close the filter and then contacts of all clients are displayed.


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    How to restrict user from closing filter.

    Please help.

    Thanks.
    Attached Files
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hello
    You need to restrict displaying with roles and teams, not with filter.

    Comment

    • krishnapriya
      Senior Member
      • Aug 2017
      • 209

      #3
      But need to display billingContact only of the selected client.

      That is possible only with filter ryt?

      It is working correct, but the user can close the filter in dialog also.

      This is what I need to restrict.
      Is that possible?

      Comment

      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #4
        If I understand the logic of your company, billingcontact user is a portal user. Portal user can be related to Account as well. Set in Portal role Read in 'account'

        Comment

        • krishnapriya
          Senior Member
          • Aug 2017
          • 209

          #5
          Thanks tanya,

          As I told above billing contact I took as an example only.

          Actually I need this filter concept in selecting product name- like passing some filter parameters.

          It is working, but I need to hide the close button of filter.

          Can you help me in this way?

          Thanks,

          Comment

          • tanya
            Senior Member
            • Jun 2014
            • 4308

            #6
            no. reset button will clear all the filters as well

            Comment

            Working...