Using Filtered lists in User Groups
in Learning
Summary:
As part of the transition to Redwood Admin experience, we are working on cleaning up and "copying" our Access Groups over to User Groups (UG). It has been suggested that we use Filtered Lists to create our analyses for our User Groups, instead of OTBI analyses as we did for our Access Groups. My first question is, is this best practice and the recommendation?
While trying to find answers and more information on Filtered Lists, I came across this post.
If filtered lists are the recommendation and are tied to the person that created them; my second question is what happens to those Filtered Lists if the person that created them leaves the company? My concern is that since the filtered lists are tied to UG's those could be affected.
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