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Microsoft Dynamics CRM (Archived)

Security role contract template

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Posted on by 3,460

Is it possible to show 4 of the 5 available contract template.
If i want to create a contract then a window pops up where you can use a contract template.
I have 5 templates, but i want to show just 4.

On the form i have solved this by filter criteria, so when you select the lookup field on the form, i have filtered away the template that i dont want to show.
But when i make a new contract it is there and it shouldnt be there for users to create that specific template because it is being used for u integration.

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  • Letoir Profile Picture
    3,460 on at

    Looks like no one knows ?

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