If it is for the report, go to the report. Next to the "Run Report" their is an arrow, click on that and select "Schedule Future Runs" The first field here will let you change the running user.
- Edit a dashboard.
- Click. ...
- Choose a running user setting. ...
- Optionally, select Let authorized users change running user to enable users with permission to change the running user on the dashboard view page. ...
- Click OK.
- In the View dashboard as field, enter a running user.
How to change dashboard running user in Salesforce programatically?
How to change dashboard running user in salesforce programatically 1 In case you need to display your filter and dashboard on the same page - You may need to customize your chart as well... 2 If your requirement is like you will select a user from the picklist and onClick of a button, it will direct to a... More ...
Is there any way to change dashboard running user?
Is there any way to change dashboard running user In order to edit the dashboard to change the running user, type "/e" (without the quotation marks) at the end of the URL in the address bar of your browser. This will put you into "edit" mode of the dashboard, where you can make any changes.
How to filter a report by current user?
By default it is not possible to filter a report by the current user. But there is a workaround available for that : Create a formula field on your object which must be having User's lookup field. The above field will be try whenever the User_lookup__c and the Running User values will be true. If you have any question please leave a comment below.
How to create a custom lookup field in Salesforce?
Create a Custom Field with the data type set as 'Formula' on the Object that has the lookup field to the User Object. Note: Do this for each of the Lookup (User) fields present on the Object. Datatype: Formula (Number,0) IF (Custom_Lookup_Field__c = $User.Id , 1 , 0)
How do I change the running user dashboard in salesforce lightning?
In order to edit the dashboard to change the running user, type "/e" (without the quotation marks) at the end of the URL in the address bar of your browser. This will put you into "edit" mode of the dashboard, where you can make any changes.
What is running user in salesforce report?
The 'Running User' is the user who determine the security settings for which the data in the dashboard will be displayed. There are two types of running user: Run as specified user - When dashboard is running for other users to see all of the users will see the data at the security level of the Running User.
What is determined by the running user of the dashboard in salesforce?
The running user is the user whose security settings determine the data that's displayed in the dashboard. Important When you specify the running user, it's possible to give dashboard readers a broader view of data than they normally have.
How do I change report reports in salesforce?
From the Reports tab, click New Report. Select the report type, and then click Create. Note You can't change the report type after the report is created.
When you specify a single running user of a dashboard that user?
When you specify a single running user of a dashboard, that user: Determines which data is displayed on the dashboard, due to the user's security settings.
Who can run reports in Salesforce?
One of the great features of Salesforce is that anyone with the “Create Reports” permission can create reports. One of the downsides of this is that you could end up with a lot of reports in your folders. To combat this clutter of reports in Salesforce, you can (and should) create a “Report Report”.
How do I change the dashboard view in Salesforce?
Open the Properties menu by clicking . Under View Dashboard As, select who people view the dashboard as:Me — Dashboard readers see data in the dashboard according to your access to data.
What permission is required to set the running user other than you dashboard?
The user must have “View All Data” permission is required to set the running users. Thanks.
How do I run a dashboard as a user logged in?
Go to your app and start creating a report by clicking on New Report.Select Dashboard as your report type.Add the Filter in the report as – Dashboard running user = Run as logged-in user, let authorised users change running user.Click apply and run report.
How do I give a report access to a user in Salesforce?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.
Who can modify access to report folders?
When the user has access to a report folder, the user is able to store a new report to a report folder; even user accessibility to the report folder is only as Viewer. The user will also able to edit and delete reports created by that user in the public report folder, with the user access is Viewer.
What is the difference between report and report type?
In Salesforce, reports are created by first selecting a report type. A report type is a template which defines the objects and fields that will be available to use in the report you create. Out of the box, Salesforce provides many useful standard report types.