Admin Superpowers: Create List Views Showing Records Delegated to Other Users


First of all, I would like to give a shout out and public Thank You to Pat Vachon, owner of mBlazonry for inspiring me to write this article.

How often do you want to show users a list view showing records that they created but delegated (reassigned) to another team member.

One way of doing this is by simply creating a hardcoded filter, setting the appropriate parameters for each user.

Wouldn't it be awesome if you could create a dynamic method of doing this, to apply for all users using one simple list view?

Of course you would!

Here's how to do it.

Step 1:
Go to your favorite object on which you want to create the list view (let's use Accounts as an example), and create a custom formula field:

Field Type: Formula > Text
Field Name: Created by Current User
Formula: IF(CreatedById = $User.Id, "True", "False")


Do NOT place this field on any page layouts.

Step 2:
On the same object (ex. Accounts), create another custom formula field:

Field Type: Formula > Text
Field Name: Owned by Current User
Formula: IF(OwnerId = $User.Id, "True", "False")


Do NOT place this field on any page layouts.

Step 3:
Go to the tab for the object you're working with (ex. Accounts) and create a new list view.

View Name: Accounts I created and delegated
Filters:
  • All Accounts
  • Created by Current User equals True
  • Owned by Current User equals False
Select the fields you want to display in your list view and save it.


Ta-da!

Go show off your work to your colleagues and walk with your head high!


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About the author: David Giller

David Giller a Salesforce Trainer, Consultant, Blogger & Author. Although he started his professional career as an attorney, he entered the world of enterprise-scale IT management at NBCUniversal, and continued at GE Capital, where he was first introduced to Salesforce & became known as "The Salesforce Guru." David is now CEO of Brainiate. You can read more about David's bizarre career path here.

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