Skip to main content
jason_metzler
Helper ⭐️⭐️
April 26, 2024
New Idea

Allow Admins to Disable Linked Object Record Creation

Related products:CS Cockpit & Playbooks
  • April 26, 2024
  • 1 reply
  • 32 views

I’d like to link our custom forecast object to Risk CTAs so that we can directly associate risks with the forecast that they relate to. The only issue I have is that I do not want my end users being able to create a new Forecast record from the CTA. I only want them searching for and associating existing records.

 

Unless I’m missing something, this is not an option now.

1 reply

jason_metzler
Helper ⭐️⭐️
April 26, 2024