Hi @bchandra
Instead of relying on the user to manually click "Owned by me" from a dropdown, the visualization will automatically detect who is logged in and filter the data for them instantly on load.
Here are the step-by-step instructions to configure this:
1. Navigate to your Platform Analytics , open the target Dashboard, and enter Edit mode, or open
the specific Data Visualization directly
2. Select the visualization component you want to modify, click the Configuration panel on the right, and click Edit next to the Data Source field.
3.
add a new condition row:
Select your target user-reference field (e.g., Created by, Opened by, or Assigned to).
Set the operator dropdown to is (dynamic).
Set the value to Me.
4.
Save and Verify, The page will inherently load displaying only the records owned by the logged-in user
Hope it helps
