Best way to see all records assigned to a user?

Hi peep´s

Ok, you know how Sugar asks

Would you like to reassign all of this user's records?

 when a user is made inactive. Well, what is the best way, beforehand, to find out what records are in question (and if there are any at all!)?

An advanced query maybe?

TIA,

KGM

Parents
  • Hi Kristjan Geir Mathiesen,

    An advanced report would be one way to find this information. For example, a simple query such as the following could be used:

    SELECT * FROM accounts
    WHERE assigned_user_id = 'user_id_here' AND deleted = '0';

    Another option is to create a row and columns report for each module you wish to check, setting the define filter show records assigned to the given user.

    Best wishes,
    Nathaniel

Reply
  • Hi Kristjan Geir Mathiesen,

    An advanced report would be one way to find this information. For example, a simple query such as the following could be used:

    SELECT * FROM accounts
    WHERE assigned_user_id = 'user_id_here' AND deleted = '0';

    Another option is to create a row and columns report for each module you wish to check, setting the define filter show records assigned to the given user.

    Best wishes,
    Nathaniel

Children
  • Thanks Nathaniel Ray for this. I´m looking for all records assigned to a certain user to the row and columns report per module isn´t the nice overlook I want (tried it and it´s too cumbersome).

    I can´t get this query to return any results. Not sure what I am doing wrong but also, how would a query for all modules look like (i.e. all records, regardless of module, assigned to a specific user)?

    And is there a way to have a "run-time filter" function (like that of regular Reports) in Advanced Queries?

    Thanks again,

    KGM