Difference between revisions of "Filter by Record Ownership"
From AgileApps Support Wiki
imported>Evelyn m |
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:[[Image:filterbyownership.gif]] | :[[Image:filterbyownership.gif]] | ||
:;All Visible Records:All records from all teams. Records that you have created, as well as those assigned to you by others. | :;All Visible Records:All records from all teams. Records that you have created, as well as those assigned to you by others. | ||
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:;Specific Users' Records Only:Only the records of individual users. Click the Lookup button to display a list of users. Select one or more to include their records. | :;Specific Users' Records Only:Only the records of individual users. Click the Lookup button to display a list of users. Select one or more to include their records. | ||
:;Records Created By Me Only:Only records that you have created | :;Records Created By Me Only:Only records that you have created | ||
:; | :;Unassigned Records:Records that do not have an owner. | ||
:;Delegated To Me: This option appears for [[Tasks]]. It lets you select Tasks that have been delegated to you. |
Revision as of 00:01, 23 July 2014
Ownership filtering allows you to specify the records that will be included in Views or Reports.
- All Visible Records
- All records from all teams. Records that you have created, as well as those assigned to you by others.
- My Records Only
- My Teams' Records Only
- Only records of those belonging to your team (My Team).
- Specific Teams' Records Only
- Only the records of users belonging to a selected team. Click the Lookup button to display a list of available teams, and select one or more teams to include their records.
- Specific Users' Records Only
- Only the records of individual users. Click the Lookup button to display a list of users. Select one or more to include their records.
- Records Created By Me Only
- Only records that you have created
- Unassigned Records
- Records that do not have an owner.
- Delegated To Me
- This option appears for Tasks. It lets you select Tasks that have been delegated to you.