I want to build a Quick Insight report for renewals that are owned by the user that is running the Quick Insight. Using a Data Filter of Owner ID equals Current User results in No Data being found by Sally.
Changing the Filter to be All Users, finds all Renewals and the query filter can be used to specify the user BUT it would be handy if Current User could be used in the Data Filter so that there is one less step for the end user in Slack.
I believe Current User doesn't work because the Slack user is not the same as the SFDC user - so the data filter works but doesn't provide meaningful results because there is no lookup of the Slack User to find a matching SFDC User.
Solved
Filtering Quick Insight for Current User doesn't work
+5Best answer by rakesh_lingala
Thanks, John!
Hello Gunjan,
I've updated the following Quick Insights articles as per your feedback:
Thanks!
+5@john_apple
This is most likely a bug.
We do share the GSuser for every Slack user, and it should ideally work as expected.
Will get back to you with details.
This is most likely a bug.
We do share the GSuser for every Slack user, and it should ideally work as expected.
Will get back to you with details.
+5@shantan_reddy
Thank you for confirming. I'm glad to hear that it should work for Current User as the Data filter as that would really be great from an end-user experience. My use case is building several types for different teams and then have insights that are filtered for their current user to be timely and useful when using Sally
Thank you for confirming. I'm glad to hear that it should work for Current User as the Data filter as that would really be great from an end-user experience. My use case is building several types for different teams and then have insights that are filtered for their current user to be timely and useful when using Sally
+5Hi @john_apple Yes, it is a bug. One of the reasons we have delayed picking this up, is that we want to change the implmentation of quick insights that would solve this, and a lot of the other isues that you, and others, have mentioned.
I will get back to you with our timeline for this and other requests soon.
Regards,
Shantan
I will get back to you with our timeline for this and other requests soon.
Regards,
Shantan
+13+5+13Thanks, John!
Thanks, John!
Hello Gunjan,
I've updated the following Quick Insights articles as per your feedback:
Thanks!
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