Opportunity OWL filter based on org unit and its subunits.

[former_member752133]

Good afternoon!

It is necessary to create a filter on the opportunity OWL view based on the current user's sales unit and all its sub-units without manually entering all needed sales units as AND conditions in the Sales unit filter.The standard configuration does not allow to achieve such a set-up. So for example, if we follow the logic of the attached screenshot, if I am the manager of Sales unit TEST I want to see all opportunities of sales reps, who are assigned to TEST, ZOM_UNIT and TEST2.

Thus, there are 2 questions:

1. Is it possible to enable logic that would automatically add all sub-units based on the chosen sales units?
2. Is it possible to achieve the hierarchical opportunity view that will show all sales units as part of the Org. structure by enhancing the standard OWL view or creating a custom view

[klockowa]

You may use the query "My Team's opportunities". We additionally restricted this query to Party Role = Owner. The query now shows:

All Opportunities, when - I am the Owner OR - one of my team members is the Owner (includes all subordinated team members)