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Enhancement Request: Is It Possible to Set a Default Resource For Certain Roles in Instantis EnterpriseTrack? (Doc ID 2352279.1)

Last updated on DECEMBER 23, 2021

Applies to:

Instantis EnterpriseTrack Cloud Service - Version 17.2 and later
Instantis EnterpriseTrack - Version 17.2 and later
Information in this document applies to any platform.


Is it possible to set a default resource against the Roles in Instantis EnterpriseTrack instead of manually selecting every time?

For example: During the creation of new Proposal, the user has to manually select a resource from the resource list in the Member column for each role in the Proposal Signoff Team.


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