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Kaushal Vaishnav 님이 #Sales And Marketing에 질문했습니다
I want to get a overview of list of projects for my subordinate for which I am not the owner. Once I open the project field fro "My Projects", I can view my projects but can I get a similar view for others.

 

regards
답변 1개
  1. 2012년 12월 24일 오전 9:15

    Assuming it is a Custom object ,You could access all the projects irrespecitve of ownership by creating a report or by creating a NEW LIST VIEW

     

     

    Navigation path for Creating Report:- Report---Select Report type as "Project" ----Select "Show Picklist field" as "All Projects" & Give Appropriate Date Range.

     

     

    Navigation path of Creating List view----Beside to My Projects--Click on Create New View--Give it a name----Under  Step2.Specify Filter Criteria Select it as "All Projects" & save it.

     

     

     

    Note:- Records accessibility depends upon you security setting.

     

     

    a) If you are system administrator you can view all projects that exists in your SF Database

     

    b) If you are higher in Role Hierarchy then you can view only those records which are owned by users reportiing to you.

     

     

     
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