Hello,
I'd like to enable users to search opportunities (using cases entity) and only see a list with cases that are posted with linked records that match their own records or records they follow.
Please see attached screenshot.
-Here the user can search opportunities.
-Opportunities (cases) can be posted with linked records to different companies.
-I've added a filter for companies.
-The companies can be limited to the user's "Only My" and "Followed"
Is there a way to create a search page that automatically does this for the user. That is to say, only shows a list of opportunities (cases) that are filtered with that specific users's followed or assigned records (without requiring the user to add these dropdown filters themselves)? If I can't do this for a search page, can I have a report that does this automatically for each user? Thanks so much.
I'd like to enable users to search opportunities (using cases entity) and only see a list with cases that are posted with linked records that match their own records or records they follow.
Please see attached screenshot.
-Here the user can search opportunities.
-Opportunities (cases) can be posted with linked records to different companies.
-I've added a filter for companies.
-The companies can be limited to the user's "Only My" and "Followed"
Is there a way to create a search page that automatically does this for the user. That is to say, only shows a list of opportunities (cases) that are filtered with that specific users's followed or assigned records (without requiring the user to add these dropdown filters themselves)? If I can't do this for a search page, can I have a report that does this automatically for each user? Thanks so much.
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