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How do I create a list or a report for "My Records" based on a custom user lookup on an object?

Knowledge Article Number 000003254

This article details a workaround you can apply if you want to use a custom user lookup instead of the standard Owner on a list view.


It's necessary to create a field that we can use as a filter:

Setup - Customize - Contacts - Fields.

Create a New Field: Formula (Text)

This formula needs to evaluate that the current user is really the user:

SAMPLE FORMULA: IF(LookupID__c = $User.Id,"YES","NO")

With this formula you can create a Report and filter that this new field is set to "Yes" in order to display just the "current user" information.

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