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Ted Nesseth a posé une question dans #Data Management
I have a custom object that assigns compensation to sales people.

 

other people may create the records but in order to view "my reports" we need a workflow 

 

changes the owner to the assigned user. so that they own their own records
8 réponses
  1. 2 juil. 2014, 22:18
    Hi Ted,

     

    If you create a Formual(Checkbox) field and use the formula I posted

    AssignedUser__c = $User.Id

    and create a Report of All Compensation and add a Field Filter like:

     

    CheckboxField [equals]  TRUE

     

    The Report or List View will display any Compensation that is assigned to the person running the report.  If you run the Report you'll see any Compensation assigned to you, if the person in the office down the hall runs the same Report they'll see only the Compensation assigned to them, regardless of who created the Compensation record.
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