Hello;
I've run into an issue with the custom View system in CRM that is causing me some issues. I need to create a view based on 2 static choices and one dynamic choice, that is based on a field that is on the profile of the user that is looking at the view. I created a screenshot/diagram that shows what I am trying to create and attached it to this question.
The problem that I am running into is that every value on the filter is static, I have to select them when I am creating the filter, but I want one of them to be dynamic, and based on the user viewing the table.
Is there a way to accomplish this, or is there a different way of hiding/showing the values in a table based on a few fields.
What we have set up is a system so that a pool of Experts is only available to one group within the system at a time, and this was requested by the various groups, as well as management and cannot be changed. Originally the experts were locked to one project at a time, and this was easy I just had to have the only available experts have the available Status Reason, but now with them only being available to one team at a time, that changes things and I am not sure how to accomplish this.
Any help you can provide would be appreciated.
Thanks
Gerry Broderick