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chadlpinkston's avatar
chadlpinkston
Qrew Member
3 hours ago

[Account Manager Email] is Current User

_curuseremail

curuser

I need to create custom access for a Role.

[Account manager Email] is equal to or contains Current User email?

2 Replies

  • You'll have to compare email to email or user to user. So that could look like:

    ToUser([Account manager Email]) = User() 
    or
    [Account manager Email] = UsertoEmail(User())

    You can either use a Report Formula for this, or you can create a new formula checkbox field called [Account Manager is Current User?] , with either of the formulas I put above. Then in your report, use that checkbox in your filters.

    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend

      I usually do what Mike suggested but your screen shot would probably work if you compared the user field (not the email field) to equal _curuser_