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Generic Inquiry for dashboard but not usable by end user

  • 15 April 2024
  • 1 reply
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Hey, So I am creating a dashboard for individual sales representatives at the company and we need to have them able to view key performance indicators but would like to not allow them to view this data for sales reps other than themselves. Is there a way to use a GI for the widget without them being allowed to go to the GI and access the data of the other users?

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Best answer by lauraj46 16 April 2024, 17:22

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Hi @BrendanL ,

You could add a condition to the GI to limit the results based on the current user by using the special @me filter value.  Each user’s dashboard would show their own results and they could drill into the GI to see the records. 

Hope this helps!

Laura

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