show folders based on person assigned to metadate
We have a document library where we store our Customer Files with a Metadata Column called Customer Manager. We would like to show the folders where the Customer Manager is linked to [ME]. How can we create a solution profile in OnePlaceMail that only shows to folders for users where they are assigned to as Customer Manager? See screenshot below. How can we accomplish this?
Anonymous
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Hi there,
We discussed this via email, however I would like to update this topic in case other users have a similar query.
When using Solution Profiles and the Central register setting, if you have a column such as "Project Manager" or Matter Manager - you can create a view, where the filter for this column is set to [Me].
Once this view is created in the central register list, you are able to use this view in OnePlaceLive to filter the projects/cases/support queries based on these items assigned to specific people.Further information on Central register and Solution profiles can be found here:
https://www.oneplacesolutions.com/help/7.5/ops/solprofile/solprof_locationcentralreg.htmKind regards
Elissa
