Difference between revisions of "Filter by Record Ownership"
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:;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. | ||
:;My Records Only | :;My Records Only | ||
:;My Teams' Records Only:Only records | :;My Teams' Records Only:Only records 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 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. | :;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. |
Latest revision as of 20:37, 25 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 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.