RE: Analytics dataset only joins custom record on field owner
I have a problem with a custom record I want to use to join into a dataset.
I am building a dataset on transactions, and the custom record is connected to the employee record through a field of the type employee.
When I am building the dataset I want to join my custom record via the Sales rep on the transaction. In the list I find the field I want to join on.
But, for some reason the results from the custom record is only displayed on the records that I have created (Where I am the owner). If someone else has created a record in the custom record, the data is not visible when I run the dataset.
How can I solve this issue?
Make sure that this is not permission related, Make sure that all users/roles involved have the necessary permissions to search the custom record. Same thing for the field, make sure everything has the necessary permissions to view/search that field.