Calyx RIM on Microsoft 365 User Guide

Select a Product

The Calyx RIM Outlook add-in Product Selection enables you to select Calyx RIM products for which you have permission in the forms.

Only products for which you have permission and that do not have a status mapped to the internal status of "Withdrawn" or "Not Approved" in Calyx RIM are available.

To select a product:
  1. In the Add-in form, click to select a product.
    On the Select a Product page, your Favorites product list appears.
    Note:
    • The Product field can be configured to auto-populated the values. See Product Selection Properties.
    • If your Favorites product list is empty, switch to Show all to view all products and add some of the products to Favorites. See Add a Product to Favorites.
  2. Enter the filter criteria to search for your product. (Optional)
  3. Select the required product.
    The Confirm button is enabled.
  4. Confirm.