I've made changes to the record view in studio for the product catalog and saved&deployed it however it is not reflecting when anyone goes to the record view?
The record view remains the same as the sugar default record view.
Is anyone else experiencing this and if so how did you work around it? We do not want everyone to be able to see certain information like cost etc.
Currently using Enterprise 9.0
Hi Braedon,
Modifying the views of the Product Catalog module will only impact the views seen by users with access to the Admin > Product Catalog feature (i.e. admin users and users with elevated role access). If you want to modify the view of what users see for items added to a quote, modify the views for the Quoted Line Items module in Studio.
I hope that helps!
Chris
Hi Chris,
Our concern is that items added to a quote are added through the product catalog dashlet. Although they cannot navigate to the product catalog, categories etc they do have access to the record view via the dashlet by clicking the icon next to the product name (see image). This is how we would like to have it set up due to its efficiency but at the same time, limiting what they are able to see on that layout.
Hi Chris,
Our concern is that items added to a quote are added through the product catalog dashlet. Although they cannot navigate to the product catalog, categories etc they do have access to the record view via the dashlet by clicking the icon next to the product name (see image). This is how we would like to have it set up due to its efficiency but at the same time, limiting what they are able to see on that layout.
