How to Store Attached Document of Lead or deal in Company Drive Using Business Processes

How to Store Attached Document of Lead or deal in Company Drive Using Business Processes

First we create Business process template for Lead, which is run during creation Lead. Screenshot 1–   Then Drag and drop “Create Folder on Drive” – Activity From Drive. Screenshot2–   Then Add Action Parameters. Create in: Which is Public Drive for our Business process, Drive: Company Drive Folder Name: Will be Lead Name(Select Lead Name from Insert Value), etc. as per below screenshot. Screenshot3– […]

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Access Rights : How to Set Readonly Fields for Different Groups Users?

Access Rights : How to Set Readonly Fields for Different Groups Users?

Subject : Set read-only fields for different groups users. Related : Access rights Descriptions: In access right we can do read-only fields for particular users in group. For that, We have to take one computational field in model. Example: I just want to set fields read-only if the current user is Portal group user. Following is a method for computational field, which will get current […]

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