Me Filter on Embedded Field

Introduction

This release improves how the “Me” filter behaves when applied to user fields inside embedded fields of a Linked Record, when viewing Reports from the Home screen. Previously, when a report contained an embedded user field, and the “Me” filter was applied, the filter did not consistently recognise the viewer as the user and failed to return the correct data. This update ensures that embedded user fields correctly respect the “Me” condition across all refresh methods and report-loading flows.

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What’s included in this Release

• Improved handling of “Me” filters on embedded user fields used inside Linked Records.

• Correct mapping of the current viewer to the embedded user field when reports are opened from the Home screen.

• Fix for cases where the “Me” filter was applied, but no filter pill appeared on the Reports page.

• Fix for behaviours where the filter appeared but filtered out all values instead of filtering correctly.

• Consistent filter behaviour across all refresh mechanisms:

  • Opening the report from the Home screen

  • Using the green Refresh button on the report

  • Browser-level refresh

• Ensures that reports always honour the applied “Me” filter and load the expected records associated with the viewer.

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Before vs After

Before	After
Opening a report from the Home screen did not display the embedded “Me” filter in the applied filters list.	The “Me” filter now appears immediately when the report is opened from the Home screen.
Using the Refresh button caused the embedded “Me” filter to appear, but it filtered out the records incorrectly.	Refreshing now preserves the “Me” filter and returns only the correct user-specific records.
Browser refresh resulted in inconsistent behaviour - sometimes working, sometimes not.	Browser refresh now reliably reloads the report with the correct filtered view every time.

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Best Practices

• When working with Reports containing embedded Linked Record user fields, use the “Me” filter to quickly isolate items assigned to or involving you.

• If multiple user fields exist across embedded records, verify that the correct field is selected before applying additional filters.

• If unexpected results appear, click the Refresh button on the report to confirm the latest data and filter state will now be preserved consistently.

• For validation teams: include refresh-flow test cases (Home screen → open reports, Report-page refresh, Browser refresh) when verifying user-based filters.