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Filter view on who a record is shared with RRS feed

  • Question

  • I want to setup a new default opportunity view that will show my users all opp's that are assigned to them as well as any that are shared with them, is this possible?
    Monday, May 2, 2011 4:45 PM

Answers

  • Hi,

    It isn't possible to explicitly include a filter for 'is shared with current user' (using standard functionality) however, you can derive this information by simply showing all opportunities where the owner does not equal the current user. If you don't include any filters, then the security model will allow the user to see all opportunities that the user has privilege to see and that are shared with them. I don't know how restrictive your security model is, but if your users can only see records which they own for example, then the opportunities which are shared with them would appear in an advanced find query where they are not the owner.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd.
    Monday, May 2, 2011 6:25 PM
    Answerer