Hey Community!
I would like to make a GI available to our portal users, as the standard screens offer hardly any possibilities for dashboards and these queries should serve as a basis for KPIs.
For example, I would like to build a GI for the cases. However, all tickets of all users are always provided there. However, the users should of course see the data records that affect ther Business Account.
In the conditions, I have tried different variants, for example with Contact.BAccountID and CRCase.CustomerID. However, without success. Do you have any tips?
Thank you very much!