Saved Search For Proposal, Not Allowing For New Resource Assignment in "Proposals Associated With" Field - Instantis EnterpriseTrack
(Doc ID 2263582.1)
Last updated on JULY 03, 2017
Applies to:Instantis EnterpriseTrack Cloud Service - Version 18.104.22.168 and later
Instantis EnterpriseTrack - Version 22.214.171.124 and later
Information in this document applies to any platform.
Saving a Filter Selection for a Saved Search in proposals is not saving correctly on the first attempt.
STEPS To Verify Issue
1. Access Instantis as user able to access Proposals
2. Navigate to Proposals
3. Select a Saved Search
4. In the "Proposal Associated With" field, select the More option or filter
5. In the advanced resources feature, select search criteria to locate the resource needed, send the search
6. With the returned resources, choose Actions > Assign to populate the "Proposal Associated With" field
7. Click Save Search
-- "Proposal Associated With" field, returns without having associated the correct Resource
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