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Re: Restricting account lists visibility in Cloud for Sales

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Hello Fred,

 

  1. Navigate to the screen which you want to modify and enter the "Adaptation Mode" from the menu "Adapt".
  2. As you want to modify the elements of the query -> Click on "Show Advanced Filter"
    Only those fields which are visible can be modify by the Adaptation Mode
  3. Select "Edit Screen"
    Edit_Screen.png
  4. First select "Extension Fields" and then chose the "Personalization" section
    Switch_to_Query.png
  5. Mark the required field(s) in the "List of Fields" (here "TestExt2") and they will appear in the Advanced Filter
    Add_Field.png
  6. Finally "Publish" your changes
    Publish.png

 

HTH,

   Horst


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