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Updated: 01 January 1970 01:00:00

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06 December 2012 09:57:02

I want to filter a report using a field (in opportunities) "assigned to" by the user id of the current user - so he only sees the things relevant to him on the home page. I know how to do this for a hard coded name, but not for a variable name. Can his be done?

Hi John
Thanks for your comment.
You can create reports and views to show the records relevant to that particular user by using the filter to search on the "Assigned To" using the condition "Equals" and i the third column enter "{username}" (including the curly brackets), this report can then be used for all your Users and each logged in person will only see their records.


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