Hi,
I am trying to create a layer in Maps. The base object is Account. The use case is to map out accounts the current user has not created an activity/event on in the past 30 days. The user is not the owner of the account (so the My Account filter does not work). How can I narrow this down to just the Assigned ID on the task to be the logged in user?
Thank you.
Hello Glenda,
My Accounts won’t work here because that filter is based on the Account owner, not the Task owner. In Maps, I’d start with All Accounts, then add an Activity Filter for without activity in the last 30 days, and see whether the Task Assigned To/Owner ID field can be filtered as a Dynamic User. If your org supports Dynamic User Marker Layers, that is the native path. If that field is not available in the activity sub-filter, then this specific ‘no activity by logged-in user’ scenario usually needs a helper field/automation rather than just standard Maps filters.
If you need this functionality this can be achieved with code if you need.
