Need help in viewing only own data in Quote History, Tsk Activity and sales History

Hi Guys ,

Can someone help me to have proper settings in studio as i only want to see my own data in Quote History, Task Activity and Sales History . I don’t want to see any other person’s data in the organization.

Hello @arshkhurana

you probably don’t need to / can’t use the Studio for that.

One option is to use filters - with 8.6 the quick filters are really efficient:

(but that’s just for the list view - not the subpanels)

Or, if you need to have some permission system setup, the go to option would be roles:

If these approaches won’t work for you, customizing might be the only way forward.
There are a few threads here in the forums on ā€œsubpanel filterā€: