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ETadmin Created By Role
I want to create a formula field that shows me the role of the user that created that record - has anyone done something similar? I want to track leads created by certain roles, without having to maintain user lists in the criteria of a report.
Many thanks in advance for your help.
-Amelia
Hi Amelia
This can be done using the Work-flow field updates.Trigger the workflow rule only at the time of creation,so that the field will not get updated when a user with a different role logs-in at a later stage.
Create a new text field ,to display the role.Update the field as follows---
In the formula section ---
Select $UserRole as field type and Name as the Field...You get a field name as $UserRole.Name .
But you need to create a new update for every object (Leads,Opportunities,Account , etc)
With Regards
Thanks, Kaushik!
This makes sense, I will give it a go.
-Amelia