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Pointing widgets to signed on user.

  • April 22, 2024
  • 3 replies
  • 85 views

bigred1022
Jr Varsity II
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Hello,

VERY new to all of this (our company is going live next week).  I’ve been watching the university videos and looking around here, but I cannot seem to get the answer to my issue.  To keep it as simple as possible, I copied a dashboard for Sales Manager which shows all kinds of information in widgets for every salesperson.  I want to take that copy, and make it so it only shows data in the widgets for the person who is logged in and make it accessible to all of our sales team.  I’ve tried various @me’s  but it just doesn’t work.  Maybe I’m picking the wrong field?  I’m just spinning at this point mentally trying to get what seems like should be a very easy modification to work.  Any help is greatly appreciated.  

 

EDIT:  I have been able to make the widgets work if I manually edit each one to a specific person.  I’m trying to avoid doing that 75 times.  Hoping I can just pass the value of the logged in user down to each of them.

Best answer by Laura03

Hello @bigred1022 ,

Welcome to Acumatica 🙂. 
There are some previous posts that contain hints and tips for the @me question.  I’ll try to round some of them up for you; I hope you find an idea that helps you avoid 75 different filters. 
   


 

Laura

3 replies

Laura03
Captain II
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  • Captain II
  • Answer
  • April 23, 2024

Hello @bigred1022 ,

Welcome to Acumatica 🙂. 
There are some previous posts that contain hints and tips for the @me question.  I’ll try to round some of them up for you; I hope you find an idea that helps you avoid 75 different filters. 
   


 

Laura


lauraj46
Captain II
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  • Captain II
  • April 23, 2024

Hi @bigred1022 ,

You might also take a look at the standard Salesperson dashboard which includes examples of widgets that are filtered by the current user.  

Hope this helps!

Laura


bigred1022
Jr Varsity II
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  • Author
  • Jr Varsity II
  • April 23, 2024

Thank you both!  I finally got it to click and making tons of progress now.  Unfortunately @lauraj46 we don’t have a standard Salesperson dashboard in our sandbox.  Just a Sales Manager version that shows everything for all sales people.