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Customer experience | Sales, Customer Insights,...
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Multi select product on case entity

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Posted on by 382

Hi All ,

I have a requirement  as below .

User should be able to select one or more products from the list of only customer products . the OOB customer products entity is provided as Financial products , here the products that belong to all customers  are stored .

Suggestions please .

Thanks ,

Waseem

  • Fabio Branco Profile Picture
    Fabio Branco on at
    RE: Multi select product on case entity

    Hello Mohammed,

    Thank you for your question

    I was not able to find a subrid with such view on my OOB Case form entity

    Nevertheless, A system Adminin, or System Customizer user should be able to modify the filter critiria of the SavedQuery to assure that the view displays only the products associated with the Customer

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