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Filter cues to current users

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Posted on by 161

Hi all

Just wondering what is the best way to apply filters to the Sales and Qpportunities Cues to the current user?

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Thanks in advance for any assistance.

Neil.

  • Verified answer
    Neil Phelan Profile Picture
    Neil Phelan 161 on at
    RE: Filter cues to current users

    Thanks all, I will try that.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Filter cues to current users

    If you use sales person / purchase person you could base your queue filters based on that.

    They will be preserved even if the orders are created / modified by different users.

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,428 on at
    RE: Filter cues to current users

    Hi

    Please see this post. You need to use  Query object.

    community.dynamics.com/.../new-cue-with-multi-filters-to-diferent-tables

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