How to make sure that only certain users will pop up while assigning the users to the form as described in screenshot

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I want only certain users to pop up while assigning the users to the ticket as described in screenshot

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Nya 29,060 on at

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RE: How to make sure that only certain users will pop up while assigning the users to the form as described in screenshot

Hi,

Please follow the next steps to achieve your request.

1. Navigate to Advanced Settings > Settings > Customizations > Customize the System and find the lookup view - User Lookup View of the User entity.

2. Open the view and edit its criteria.

3. Add the conditions which you need to filter out the users. Here, for example, I filter out all the users whose name begins with J.

4. Find the Teams Lookup View of Teams entity in the same way.

5. Edit its criteria to ensure that no teams will be filter out. For example, I filter out all the teams whose name begins with A and begins with B.

6. Save and publish these customizations. And when you assign a record, you'll see only the users whose name begins with J will be shown in the dialog.

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RE: How to make sure that only certain users will pop up while assigning the users to the form as described in screenshot

Hello Nya ,

Thank you so much for the help.

This resolved my issue.

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Bipin D365 28,983 Moderator on at

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RE: How to make sure that only certain users will pop up while assigning the users to the form as described in screenshot

Hi,

But the only problem I see doing this, it will be applicable for your entire organization. Any User/Team looup on any entity will have the filter criteria applied which could be very frustrating.

But that's the only solution you have.

Please mark my answer verified if i were helpful

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RE: How to make sure that only certain users will pop up while assigning the users to the form as described in screenshot

Hello Bipin Kumar

Just had a query, Is it possible to create another user lookup view if we have any other column which has user lookup for an entity?

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Bipin D365 28,983 Moderator on at

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RE: How to make sure that only certain users will pop up while assigning the users to the form as described in screenshot

Hi,

Unfortunately we can not create new view of type lookup view.

We can only create new view of type public view.

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