Hey all,
I've created a dashboard that I want to filter by record owner. Normally I would just use the 'run as logged-in user' but we're at our limit so I'm trying to find another way to do it.
I've added a filter for the 'owner' field, but I'm not keen on the idea of adding each possible owner individually as a filter value, because the list of owners changes pretty regularly. Is there no way to set the filter to automatically populate the owners?
So, say I have 300 records with 8 different owners. Instead of entering each owner manually, can the system not just pull the 8 possibilities into the filter automatically?
And then, when a new record is created with a new owner, adding that person into the filter as well?
Oh, I should say, this is a custom object, with the Owner being polymorphic (owned by user OR group) - does that make a difference?)
Thanks in advance!
Q: "can the system not just pull the 8 possibilities into the filter automatically?"
Answer: No it can't
Your best option (without getting into custom code) is to use the Dashboard Setting
View Dashboard As
The dashboard viewer = TRUE
Let dashboard viewers choose whom they view the dashboard as = TRUE
Then the users can select the User they want to filter the Dashboard by. If you are at your limit for Dynamic Dashboards, you're gonna have to cull the herd
