Hello, Is there a way to set team-based or role-based authorisations on the action buttons? I have built a button that should only be made available in the subpanel as a dropdown and the action behind it should perform a field value change. Everything…

Hello there, I have a customer (Sell 13.2) who would like to allow their users to reopen opportunities and restart a smart guide. They have 2 templates (new biz & renewal), so the new smart guide should be the same as the previous one. Users can create…

Hi, we have added an action button via Studio in the purchased line items module and configured it to copy the record. When the button is clicked, a copy of the record should be created automatically with all previous values AND the parent relationship…