Saved views:- Filter view by current user

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Posted on by Kerry Moran

Is it possible to filter any list in D365 by the current user and then publish this as a saved view to all users. For example the All Sales orders view, can we filter the 'Sales Taker' column by the current logged in user eg "User A" and then publish. So if "User B" was to log in the list would be filtered by "User B":-

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Mohit Rampal 12,558 Moderator on at

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RE: Saved views:- Filter view by current user

(currentUserId()) is the correct syntax to use in Saved views.
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GirishS 27,825 Moderator on at

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RE: Saved views:- Filter view by current user

Hi Holger,

Try to use the function with close and open brackets like below.

(CurrentUserId())

Thanks,

Girish S.
Holger Lamberti 95 on at

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RE: Saved views:- Filter view by current user

Hello Jake,

do you know if this would be possible with a method for the current user?

My use case is for Purchase Orders.

Thank you,

Holger
Kerry Moran 40 on at

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RE: Saved views:- Filter view by current user

perfect thank you. This worked and I was able to save it as a saved view and then publish it as a tile to users workspaces!
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Jake M 78 on at

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RE: Saved views:- Filter view by current user

Yes, you can do this! At least what I think you are trying to achieve.

Navigate to Options tab > Advanced filter or sort.

Add the Table: Worker, Field: Record-ID, Criteria: (HcmWorkerLookup::currentWorker())

You can then publish it for other users. The grid is then filtered to only show sales orders created by that user.
vinitgoyal2005 6,330 on at

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RE: Saved views:- Filter view by current user

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Ramit Paul 22,595 Most Valuable Professional on at

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RE: Saved views:- Filter view by current user

Hi,

I don't have system right now.

Can you try with exporting the personalization and import the same to other user?
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MelR 80 on at

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RE: Saved views:- Filter view by current user

It cannot be mass published, if the user goes in and filters themselves you can then save that view for that user individually - it would need to be done by "user A" and then "user B" etc.