Difference between revisions of "Filter by Record Ownership"

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.

@@ Line 5: / Line 5: @@
 :;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).
+:;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.