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Create personal view contain only share record on CRM 2011 RRS feed

  • Question

  • Hi there,

    I got a problem to create personal view in entity Leads, contain only share record that other user share to me.

    Is that possible to do so?

    Thanks and best regards,

    Christian Aditya

    Wednesday, December 19, 2012 10:03 AM

Answers

  • hi Aditya,

    when you share a record to any of the user in the organization one entry will be created in POA table.

    but from the UI's perspective nothing will change to the record (not even ownership of the record) 

    so in your case if you want to create a personal view stating the record just shared to you

    you can use following conditions.

    1. owner not equals your name

    2. created by not equals your name

    and also set your role to view only user level records on the lead entity.

    hope it helps.

    thanks,

    Himanshu

    Wednesday, December 19, 2012 10:54 AM

All replies

  • Yes ur condition for ur personal view would be as Owner is equal to ur name and 2nd condition is Created By is not equal to ur name, which would display all the record shared to you
    Wednesday, December 19, 2012 10:05 AM
  • Hi Nandan21,

    If you say that, the result for condition will view assign, append, and read record too, isn't it?

    I want to view only just share record. Can you help me for this condition?

    Best regards,

    Christian Aditya

    Wednesday, December 19, 2012 10:14 AM
  • Hi,

    What about writing a report for this did you check this

    also you can check


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    Wednesday, December 19, 2012 10:21 AM
    Moderator
  • hi Aditya,

    when you share a record to any of the user in the organization one entry will be created in POA table.

    but from the UI's perspective nothing will change to the record (not even ownership of the record) 

    so in your case if you want to create a personal view stating the record just shared to you

    you can use following conditions.

    1. owner not equals your name

    2. created by not equals your name

    and also set your role to view only user level records on the lead entity.

    hope it helps.

    thanks,

    Himanshu

    Wednesday, December 19, 2012 10:54 AM
  • Hi adithya,

    You can follow the below link which has explained ur same scenario

    Link1

    or

    Link2

    Please Mark as Answer or Vote as Helpful if it has helped u

    Wednesday, December 19, 2012 11:00 AM