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Feature Request: Forms Report User Filter

posted on June 24, 2019

Hello,

I'm hoping I just missed it, but if the option isn't there already then I'd like to have the ability for reports to use the current user as a filter.

To provide a use case, we have employees processing incoming submissions that involve Authorize.Net transactions.

At the end of the day, the users need to balance these transactions against what they entered in our case management system.

As a result, I'd like to be able to filter based on the user viewing the report so they can only see what they did and not have access to data from tasks completed by someone else.

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replied on January 19, 2020

Hi Jason, I am looking to do something similar with Purchase orders system, so user can see the status of the purchase orders they raised. Did you manager to archive what you want?

Thanks

Veronique

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