Geopointe

Filtering By User Merge Fields

Filtering by records you own (My Accounts or My Opportunities) is extremely useful. However, there are times that you need to see records you are connected to, but not the owner of. Perhaps you own the account but not the opportunity. Or, maybe you are attached to a record as a manager, but not the owner. For these cases, we have the ability to filter by a User merge field. 

What is a merge field? Merge fields are dynamic values that change based on the person using it or the record you're starting from. For Geopointe's purposes, User merge fields read information about the person currently using the map. It allows you create a data set that will be unique for every individual that uses it without having to hard code their name or details into the filters.
 

Using a Merge Field Filter

Follow these steps to utilize a merge field filter:

1. Create a new data set or edit an existing one. For this example we're going to create Accounts filtered by Opportunities. This requires an Accounts data set and a cross-object filter to Opportunities.



2. Add an Opportunity filter. For this example, we are going to pick Opportunity > Owner > Full Name. since we are looking for the Opportunity Owner field. Once chosen, click Select


3. Click on the {!User.field} link to the right of the text entry box, which will populate the value with that merge field. Then click Add Filter


4. Select a field to filter by. You might consider filtering by User ID, Name, Profile, Division, Role, etc. In this case, we're just going to choose Full Name, just like we did for the filter itself.



Once inputted into the field selector, it will look like the screencap below. That is the syntax for writing a merge field.



5. Click Add Filter, then click Save and Close. You are ready to run the search!

The filter we just created will return all Accounts with Opportunities that are owned by the current user of the data set.

Here are some other examples of uses for a User Merge Field Filter:

- Accounts whose manager is the current user.
- Accounts whose assigned technician is the current user.
- Properties who are managed (but not owned) by the current user.
- Accounts owned by someone in the same role as the current user.
- Leads assigned to someone with the same profile as the current user.
- Opportunities assigned to someone in the same department as the current user.