How do I allow users to select their preferred opportunity columns(fields)?

Updated on November 1, 2017 08:56PM by Admin

Opportunities App allows you to provide access to the users to select preferred columns on opportunity column fields. The users who have privilege for selecting preferred columns, can use “Display Dropdown” option found in opportunities App.

To give user permission to select their preferred opportunity columns

  1. Log in and access opportunities app from your universal navigation menu bar.
  2. Click on “More” icon  and select “Settings” located at the app header bar. 
    Setting
  3. Click on “Actions” from security drop down from left navigation panel. 
    Actions
  4. Locate the “Display Drop down” option from “Object” section and click on privileges drop down. 
    Display dropdown
  5. Click "Create privilege" option found at the bottom of the privilege drop down. 
  6. Create privilege pop up appears. Enter the name and description of the new privilege that you want to add against the “Display Drop down” option.
    Create
  7. Click on "Create" button.
  8. After creating the privilege go to Employees App to give access to particular employees.
  9. Please refer this link: https://answers.apptivo.com/questions/12694/how-do-i-assign-custom-privilege-to-employee-for-managing-objects-found
  10. Now, employee Mark Henry has the privilege to select preferred columns on opportunity column fields. In Mark Henry login, the “Display Drop down” option will be visible as shown in the image below:
    Display dropdown in mark