Module 12: Logged-In User Filters - Suite Analytics Learning Hub

Dynamic User Filtering

Instead of hardcoding a specific user's name in your criteria, you can use special variables that automatically filter based on who is viewing the search. This lets you create a single search that shows personalized results for every user.

The "Mine" Variable

`Mine`

Filters results to show only records where a specific field matches the currently logged-in user.

Use Cases:

Sales Rep = Mine → Show only my customers
Created By = Mine → Show records I created
Assigned = Mine → Show cases assigned to me

💡 Example: My Customers Search

Create a customer search that each sales rep can use to see only their own customers:

Field	Operator	Value
Sales Rep	is	Mine
Is Inactive	is	False

Result: When John views the search, he sees his customers. When Sarah views it, she sees hers. One search serves everyone!

Other User Variables

Variable	Returns	Example Use
Mine	Current logged-in user	Sales Rep = Mine
My Team	Users in my team hierarchy	Sales Rep = My Team
None	Field is empty/unassigned	Assigned = None

💡 Pro Tip: Deployment

Searches using "Mine" are perfect candidates for the Dashboard View deployment option. Each user sees their own personalized data without any configuration.

🎯 Key Takeaways

Mine filters by the currently logged-in user
One search can serve all users with personalized results
No need to create separate searches for each user
My Team includes users in the current user's hierarchy
Combine with Dashboard View for personalized portlets

← Week 3 Overview Next: Search Logic →

👤 Module 12: Logged-In User Filters