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Creating a System View with records equal to current users District

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Posted on by Community Member Microsoft Employee

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.

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Community Member Microsoft Employee on at

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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.
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Community Member Microsoft Employee on at

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

If Distrcit is an entity Create view like this:
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PS 23,577 on at

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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
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PS 23,577 on at

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

Is this user also the owner of leads??
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jlattimer 24,558 on at

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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.