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Anas Alamour
my team lead list view
I have a requirement to create list view named "My Team Leads". the loggedin user should see in the this list view the next :
Leads owned by the loggedin user
Leads owned by his direct manager
Leads owned by any memeber of his team ( the users who have the same direct manager)
For this purpose , i created a new checkbox formula "My Team" with htne next formula :
($User.Id = Owner:User.Id) || ((Owner:User.Manager.Id = $User.Id) || ((Owner:User.Id = $User.ManagerId)
i created the list view and set the filter by owner =- all leads and to My team = True
but when i tested with any user, just i get the leads owned by the user , he did not get the leads owned by his manager or the other team member , any suggestion ?
Leads owned by the loggedin user
Leads owned by his direct manager
Leads owned by any memeber of his team ( the users who have the same direct manager)
For this purpose , i created a new checkbox formula "My Team" with htne next formula :
($User.Id = Owner:User.Id) || ((Owner:User.Manager.Id = $User.Id) || ((Owner:User.Id = $User.ManagerId)
i created the list view and set the filter by owner =- all leads and to My team = True
but when i tested with any user, just i get the leads owned by the user , he did not get the leads owned by his manager or the other team member , any suggestion ?
do you see any error message in the non-working scenario in the debug logs?
Related: https://salesforce.stackexchange.com/questions/303355/create-list-view-of-cases-assigned-to-me-or-my-team
Thanks