CIM - New Implementation

Diane22
Tera Guru

We are implementing CIM and despite searches, there are two things which i was not able to find how to do.

I have the OoB sn_cim.improvement_manager role

 

1.  Business Process - informational message:  This record is due for review and updates (see screenshot)

      once reviewed, how do we update the Next review date to clear the informational message

2.  Business process - how to prevent non-published/active processes from being displayed to our user

      Either 'draft, or review, or expired  

at this time, these non-published process records are viewable and user selectable, and the record will save. 

Best I could find for # 2 is to make the Owned by Field <empty> and filter on 'is not empty', but the filter doesn't save, and the values remain available to the user for selection.

 

thank you,

 

thank you

 

 

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