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[Account Manager Email] is Current User

  • July 2, 2026
  • 0 replies
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_curuseremail

curuser

I need to create custom access for a Role.

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

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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.


RoyWanyoike
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  • July 3, 2026

You're on the right track but you're comparing a username to an email which won't match. Use the user field to capture the correct user or match with email instead of the username.