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Filtering Saved Searches by User

edited Jan 3, 2020 1:19AM in Search / Reporting 2 comments

Can anyone tell me how to filter a saved search by user?

For example, I have a saved search of invoice transactions, and I want to publish the saved search for customers to view in the customer center, and when they run the saved search, it should ONLY return records for the customer which is currently logged in.

I've tried everything I can think of... and just can't figure out how to filter results by the current user.

Thanks!

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