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Lookup field filter based on running user
I have a lookup field that looks for contacts of a certain record type. That part works fine. The problem is I want the filter to only apply to our sales reps. If an admin enters a value, I don't want that filter to apply.
I see that I can make the field optional or required, but this is an all or nothing approach. I would be fine to make it optional for admins and required for sales reps but this is not possible.
So I tried to add in another filter critera for current user profile to only include admins, however this doesn't seem to work.
Does anyone have recommendations for me to get around this?
Thanks!
I see that I can make the field optional or required, but this is an all or nothing approach. I would be fine to make it optional for admins and required for sales reps but this is not possible.
So I tried to add in another filter critera for current user profile to only include admins, however this doesn't seem to work.
Does anyone have recommendations for me to get around this?
Thanks!
I thought what you wanted was for this filter to apply to Account managers, and for it to not apply to sys admins. If that's what you want you just need to change your logic to this:
This also means that all other profiles besides sys admins and sales reps won't see any records. If you want all other profiles to see all records except Sales Rep, then use the logic of my previous post:
Hope that makes sense!
All Answers
Could you post what your filter looks like? It sounds like you have the right approach.
(Leadership Contact: Contact Record TypeEQUALSRegional Leadership) AND (Contact: Contact Record TypeNOT EQUAL TOBroker, Realtor) AND (Current User: AliasNOT EQUAL TONadiaA)
Actually, by that logic any user that is not NadiaA will not see records. What you want is for sales reps to have a filter applied, and for all others to not have a filter.
Try this logic:
This means that if the current user is NOT NadiaA, the other 2 filters you specified will apply. If the current user is NadiaA, the other 2 filters you specified will not apply and nadiaA will see all records.
Try this, it should work.
Here is what I changed it to: ((Leadership Contact: Contact Record TypeEQUALSRegional Leadership) AND (Contact: Contact Record TypeNOT EQUAL TOBroker, Realtor) AND (Current User Profile: NameEQUALSCustom - Account Manager)) OR (Current User Profile: NameNOT EQUAL TOCustom - System Adminstrator)
I thought what you wanted was for this filter to apply to Account managers, and for it to not apply to sys admins. If that's what you want you just need to change your logic to this:
This also means that all other profiles besides sys admins and sales reps won't see any records. If you want all other profiles to see all records except Sales Rep, then use the logic of my previous post:
Hope that makes sense!