I need help to create the "My Team" checkbox field to use it in the listviews to show only the records of users reporting to them in the role hierarchy.
How can do that?
Thanks
Tarun
2 answers
Is this for a standard or custom object?
If a standard object you should see a "My {object name} Team" filter when creating the list view.
If a custom object you have to get a little creative. You will need to add a custom field that is a formula. The formula would be a checkbox that checks to see if the owner is in a role below the running user.
Here is a fantastic step-by-step resource on how to do this: https://developingflow.com/2015/12/24/creating-a-my-teams-list-view-on-a-custom-object-using-roles/
