How to display only the Notes added by certain a user group


We have a 1:many relationship between the ‘Case’ and ‘Note’ objects. We want to display only the notes added by a certain user group in a table format.

Case date raised Address Note

Is this possible?


Hi Mihiri,

It sounds like subsets would solve your issue, however would be reliant on you having a path to your user group against the note. E.g. Case 1:M Notes M:1 Created By User M:1 User Group.

If you want to single out a specific user group record, then special records is the option here, so you can specify a record ID (or you can make UI configurable with the Variable and Special Record editor widget) then use this as your condition against the user group ID attribute in your subset condition.

Hope this helps!


Hi Carl

Thanks for the reply.