I am trying to make a filter system so that the record only appears to the user who is assigned a task (in the list page)
this is my configuration
however when i create a new record and the task is given to a user (SalesJKT1) the task(Open Edit Page Notification) is shown on SalesJKT1 but the record is not showing for SalesJKT1
How do i make it so that the table only shows the records that are currently being done by the user
Stages
New => Fill 1 Column => Approval => Done/Rejected
New = the task is given to the user who creates it(in this case SalesJKT1 so only SalesJKT1 can see the record)
Fill 1 Column = SalesJKT1 fills the column and save then go to next stage(still only SalesJKT1 can see)
Approval = SupSalesJKT Approves(only SupSalesJKT can see the record at this stage, so the SalesJKT1 Can no longer see the record)
Done/Rejected = SalesJKT1 can see the record but SupSalesJKT cannot see the record
Like
Hello Michael,
It looks like in your filtration you are using aggregated column, which is likely the cause for this behaviour, because with your filtration you will see only records that have connected activity where owner is current user. I suggest trying to set filtration directly by column owner, for example:
or
This way, the list page will always show records where the current user is the assigned owner, regardless of the related activities.
If your ownership changes throughout the process (SalesJKT1 → SupSalesJKT → SalesJKT1), make sure the process updates this field accordingly during each stage transition.