4 Replies Latest reply on Feb 10, 2011 3:20 AM by Darren_Perkins

    Note Category Filtering


      Hi all,


      I'm looking to filter what note categories analysts see based on their current group, this way I can setup more appropriate categories for each group rather than just having a small generic list of options to select from or a huge specialised this for that matter.


      Can anyone please give me a simple overview on the best way to go about this?

      I'm pretty sure it'll involve some sort of filter but what is the best way in your experience to achieve this? I assume some kind of 'group' attribute would be needed on the note category object too, in order to let the system know which group this category should be displayed to?


      Many thanks for any advice on this.