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abi060988 How to display the assigned record to users using views
I created custom page layout for opportunity. In that i have Assign to lookup which will display the user names based on the login user role. Now i need to display the assigned opportunity to the opportunities of selected user.
For example i have created a view named assigned opportunities with filter conditions like Assign To Equals "ABI".
this i need to create manually in each and every user login. How to create this based on the roles?
X is the manager. Y and Z are executives and they are reporting to X. X created 2 records and assigned it to Y. It should be displayed in the assigned opportunities of Y but not in Z. And X created another record and assigned it to Z and it should be displayed in the assigned opportunities of Z but not in Y. Please suggest me how to do this? R else plz suggest me any other way to achieve this?