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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

3972999 Newbie

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  • We have a situation where some users can view their direct reports' timesheets, and others can just view their projects' timesheets, but others need both. I created custom filter sets to accommodate the needs that we had. For people who need multiple views, they can toggle between filter sets (though the one set as their…
    in Access to Timesheets -- not all but a subset Comment by 3972999 Sep 4, 2014 3:09PM
  • I forgot to mention - after creating the filter set, at the user setup level, create a filter set module override for Timesheets filter set if you only want it to apply to timesheets and not the other modules. [ATTACH=CONFIG]nArray[/ATTACH]
    in Access to Timesheets -- not all but a subset Comment by 3972999 Sep 4, 2014 3:16PM
  • I forgot to mention - after creating the filter set, at the user setup level, create a filter set module override for Timesheets filter set if you only want it to apply to timesheets and not the other modules. [ATTACH=CONFIG]nArray[/ATTACH] [ATTACH=CONFIG]nArray[/ATTACH]
    in Access to Timesheets -- not all but a subset Comment by 3972999 Sep 4, 2014 3:15PM
  • If you add a web tab, direct the URL to https://www.openair.com/salesforce.pl?action=to_app;app=pm;db_id=XXXXX;nsk=sf_diamond;sf_login={!User.Username};api_session_id={!API.Session_ID};serverURL={!API.Partner_Server_URL_100} where XXXXX is your db_id. Your user in OpenAir has to have the Salesforce user ID set up as well,…
    in New Here: Did Search: salesforce SSO and deep linking Comment by 3972999 Sep 4, 2014 3:07PM
  • I forgot to mention - after creating the filter set, at the user setup level, create a filter set module override for Timesheets filter set if you only want it to apply to timesheets and not the other modules.
    in Access to Timesheets -- not all but a subset Comment by 3972999 Sep 4, 2014 3:16PM
  • I forgot to mention - after creating the filter set, at the user setup level, create a filter set module override for Timesheets filter set if you only want it to apply to timesheets and not the other modules. [ATTACH=CONFIG]nArray[/ATTACH]
    in Access to Timesheets -- not all but a subset Comment by 3972999 Sep 4, 2014 3:14PM