I have a situation where I have 2 users in the same role hierarchy that need to view each other's Opportunities. I have an Opportunity Report that has the filter of "My Team's Opportunities". We have the report set up this way so that it is dynamic on a dashboard for other teams. Note: I do not want the report to display if their team's are on Opportunity Teams.
What do I need to do to allow the 2 users (managers) to see each other's Opportunities where they are the Opportunity Owner. Sounds like the My Team's Opportunities filter does not allow them to see anyone in their same role. Can you write step for step on how I can get this to work?
Thanks!
Hi @Adam Loepfe & @Gavin Beacom,
you can solve this easily if you create a Formula Field on the Opportunity (e.g. Is_My_Role_formula__c (Checkbox)).
Use The Formula
Owner.UserRoleId = $User.UserRoleId
give permission to the relevant user and save it.
In reports you can filter on "Is_My_Role_formula__c = true".
Hope that helps?
Have a great day
Markus
