If you go to Pipelines, there is the My Open Opportunities view, which magically filters based on the Owner record of the User. I want to create additional My views that can be used publicly by all users.
Let’s pretend I want to create a view called My Open Opportunities with Source Cold Call. I use the My Open Opportunities view and then add the search criteria of Source = Cold Call. I saved it as a Public filter. When I talk to another user, they try to use the Public View I created and the Owner By = Me. Is there a way to create Filters that will update the Owned By based on the current user?
Best answer by Michelle from CopperView original