I have an initialization process set to run when a SalesPerson logs in. Its rule is:
FIND 'Accounts: All Active for User'
The log shows that this is executed and finds three accounts. But they are never displayed.
How do I accomplish this without requiring the user to use a special URL?
thanks,
Terry
initialize process works but no results shown
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Terry,
The FIND action places any found instances into the context but does not display them to the user. You need to use the DISPLAY action to display the found instances to the user.
However, if you want the query results to be automatically displayed when the user logs in, you do not even need to use an initialization process. You can simply choose the 'Display results of the query' option on the Main Page layout for the desired visual perspective and select the query name.
The FIND action places any found instances into the context but does not display them to the user. You need to use the DISPLAY action to display the found instances to the user.
However, if you want the query results to be automatically displayed when the user logs in, you do not even need to use an initialization process. You can simply choose the 'Display results of the query' option on the Main Page layout for the desired visual perspective and select the query name.
Aware IM Support Team