I'm trying to publish a custom record saved search...
# suiteanalyticsj
Josh Godfrey
10/27/2020, 9:54 PMI'm trying to publish a custom record saved search. These custom record types have Departments assigned assigned to them. I'm trying get the saved search to only show records where the Department Field = my (end user)'s Employee Record Department.
Josh Godfrey
10/27/2020, 9:54 PMI can't find any table joins that give me something like this:
Josh Godfrey
10/27/2020, 9:54 PMI thought I might be able to do a Formula field, so I tried this:
CASE WHEN {custrecord_okr_department_field_} = {user.department} THEN '1' Else '0' ENDg
George McMullen
10/27/2020, 10:21 PMIs it only this search or all searches? Do you have ability to access the record? Perhaps you could try to “Apply Role Restrictions”, though I am not sure that is exactly what you’re looking for.
j
Josh Godfrey
10/28/2020, 12:58 PMThanks @George McMullen, it's actually just this search. I'm trying to publish it to an employee center role and I don't want to apply the department restriction to the entire role.