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Topics#Reports & DashboardsFrage von Kenneth Salas
Kenneth Salas (Camino Financial) fragte in #Reports & Dashboards
31. Jan. 2019, 18:20

When creating reports, can I adjust my Lead Owner criteria to capture users assigned to a Public Group?

I have a dashboard with reports showing the call activity of all my sales agents. Because we're constantly growing, I need to manually update the filter with the first name of every new sales agent. See image below:

 

When creating reports, can I adjust my Lead Owner criteria to capture users assigned to a Public Group?

 

Since all these users are part of a Public Group called "Sales Agents", can I update the filter to include all records owned by users assigned to a specific Public Group?
2 Antworten
  1. Pattie Milner (Pattie's Studio)
    31. Jan. 2019, 18:32
    You can't filter based on Public Group.

     

    The smoothest way would be having a checkbox field on the User object called "Sales Agent?", then check off that checkbox on each of your Sales Agents user records.

     

    Then create a custom Lead Formula field, returns a checkbox (I'll call it "Sales Agent Owned")

     

    the formula would be:

    Owner:User.Sales_Agent__c

    Then you would use the filter:

     

    Sales Agent Owned equals true

     

    This does mean you have to check off "Sales Agent" on each of your users in the public group, but it will allow you some much easier filtering options in the long run.

     

     
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