For 'My Open Loan Pipeline Report', the filter is set to 'Show Me: My Loans' and it is linked to the Loan Owner. Is there a way to change that to link to the Loan Officer? I don't want to build a report out for each Loan Officer if I can help it. Thanks!
1 réponse
Assuming Loan Officer is a separate user lookup field, there's no way to change the behavior of the "My X" filter on reports - that would always refer to the owner of the record. However, you could set up a Formula (Checkbox) field called "My Loans as Officer" or something with the formula:
$User.Id = Loan_Officer__c
That would be checked on any Loan record that the currently logged in user was set as loan officer, then use that as a filter on the report.
