Is there a way that I can create a view for Cases, where the current user can see all the cases for which they are the "Contact"?
So the contact name would be the same as the user's full name...is that possible?
Thanks!!
5 risposte
Hey Danielle,
What I would do is add a custom text formula field on the Case called 'User is Case Contact' and set the formula to:
IF(
Contact.FirstName + " " + Contact.LastName =
$User.FirstName + " " + $User.LastName, "Yes", "No")
Then you can make a view that says 'User is Case Contact' equals 'Yes'.
Hope that helps,
David
Duckyforce.com
