How to create a custom view to see cases owned by team or user

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Posted on by Community Member

Hi,

I am trying to create a view to see cases where the owner could be team or a user of that team. As a system admin if I should be able to see this view so I can't say owner equal to current user or team so I tried owning user and giving the team name. In this case I can see only cases where the owner is a user. Tried Owning team then I can see only cases where owner is the team. Some how I am unable to specify or condition here. Any ideas how to solve this.

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Nuno 2,005 on at

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Hi,

From your description I got the idea that your problem is getting cases whose owner is a user that belongs to a specified team. To get those cases you can use this filter:

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Hosk on at

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You can use the dynamic value of users team/my team.

Unfortunately conditions must all equal true in an advanced find so you can have a view which has my user or my team, it has to be my user and my team.

You maybe need two separate views, although I think they already exist in the system.

but if you wanted a specific team you would need to create a new view with that team selected

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Aileen Gusni 44,524 on at

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Hi CRMAB,

Yes, you need Owning User or Owning Team from the related entities query.

Which is not possible to have OR Condition from related entity attribute as criteria.

I agree with Ben, you need create 2 views to achieve this.

And one of the view you can filter criteria from Nuno.

Thanks.

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Community Member on at

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Thank You All . Just wanted to see if there is a way to get around this so posted the question. Will create 2 views.

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ReddyKumar 5 on at

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Use Owner Equesl Current User or Users Team

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