Creating a System View with records equal to current users District

(0) Share

Report

Posted on by Community Member

Hello,

I have a custom field labeled district for a user and lead. I want to create a view that shows all leads with the same district as the current user district. So that when a user logs in he is able to see his districts leads regardless of the logged in user.

*This post is locked for comments

I have the same question (0)

All responses (5)

Answers (0)

Community Member on at

Like (0)

Report

RE: Creating a System View with records equal to current users District

Yes the user would be the owner of his leads but not all leads.

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

RE: Creating a System View with records equal to current users District

If Distrcit is an entity Create view like this:

Was this reply helpful? Yes No
Suggested answer

PS 23,577 on at

Like (0)

Report

RE: Creating a System View with records equal to current users District

You can use territories instead of custom entity/field district, which could have solved your problem

Was this reply helpful? Yes No
Suggested answer

PS 23,577 on at

Like (0)

Report

RE: Creating a System View with records equal to current users District

Is this user also the owner of leads??

Was this reply helpful? Yes No
Suggested answer

jlattimer 24,562 on at

Like (0)

Report

RE: Creating a System View with records equal to current users District

One option might be to just have users create their own personal views - that way they could set their own individual criteria.

Was this reply helpful? Yes No