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kfm2012kfm2012 

Filter Cases by Logged in User

I have a custom field on my Cases screen called Rel_Mgr.  I'm trying to create a filter on Cases where Rel_Mgr equals <the currently logged in user>.  I've tried setting Rel_Mgr equal $User.Id but it gives me a  'Error: The value $User.Id is only allowed in Mobile Configuration Filters.'  In the filter screens, how do you compare a field to the logged in user?

thanks

 

Best Answer chosen by Admin (Salesforce Developers) 
SteveMo__cSteveMo__c

Are you tryting to do this using Filter Criteria?  I don't think that's possbile.  You might want to try creating a custom Formula field on the object that evaluates the $User.ID like this ->

http://success.salesforce.com/questionDetail?qid=a1X30000000IPjtEAG

All Answers

SteveMo__cSteveMo__c

Are you tryting to do this using Filter Criteria?  I don't think that's possbile.  You might want to try creating a custom Formula field on the object that evaluates the $User.ID like this ->

http://success.salesforce.com/questionDetail?qid=a1X30000000IPjtEAG

This was selected as the best answer
kfm2012kfm2012

works...thx!

SteveMo__cSteveMo__c

No problem, you owe me a beer! 

 

and I drink THESE!  http://beeradvocate.com/beer/profile/863/7971