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?

Rookie Asked on June 17, 2020 in Workbooks.
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1 Answer(s)

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.

Advanced Answered on June 17, 2020.

Yes, that is it. I tested by changing the access type on the custom record to no permissions required. Now all data pulls up, I did not think of that since I was doing it as Administrator. Thank you!

on June 18, 2020.
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