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I am trying to add a filter where a custom object's "Assigned To" field is the current user. I have tried filtering to where contains the current user's last name ($User.LastName) but got this error:

Filter List View With a VariableAny direction on how/if this can be done is greatly appreciated.

 

#Sales Cloud  #Analytics

4 respostas
  1. 29 de dez. de 2023, 19:08

    Assuming the Assigned To is not the Owner of the record, I have created something similar in my org.

     

    We have a lookup to User for Processor.  I created a Formula Checkbox field where:

    $User.Alias = ProdPtr__r.Alias

    This Checkbox returns True if the current user's alias equals the alias of the lookup and allows me to filter a list view to show each processor's pipeline without having to create a separate list view for each of them.

     

    If you substitute the Processor's Alias for your Assigned To's Alias, then this might work for you?

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