Is possible to lock the content of modified investments for a Portfolio Plan?
By default from a process with primary objects Portfolio and Plan content can be locked.
However, portfolio investments object is not available as a primary or linked object.(Event Enabled=true)
Besides the previous, those Portfolio pages using "Plans"; "Investments", "Plans" and "Waterlines" don't include in URL the ID of current plan, so it makes more difficult a solution based in URL parameters.
any experience or ideas?
#portfolio #portfolio-plans
#clarity
#workerprocess