Hello,

This is both a suggestion and a question.

What we're trying to do is create a custom filter for CRM Tasks that only shows tasks where the creator IS NOT the owner. The reason is for staff meeting reviews, these tasks are assigned from one team member to another and we want to keep watch, but we don't need it cluttered with people's personal to-do's.

I first tried to create the view where Task Owner is Task Creator, however, it will not let me select field values as possible filter options (ie check if one field is equal to another field).. only users. This would be a great feature to add.

My question then is has someone figured out how to do this? I know it could work with a Deluge script, but I'm unfamiliar with the scripting language. The deluge script would be triggered as an automation workflow on record creation or edit. It would check if owner = creator, and if so, it would adjust a binary custom field "Owner_is_Creator" to TRUE, otherwise, it would set it to FALSE. That way, you may make a task assigned to yourself and later decide to delegate it to someone, or vice versa. Any time you edit the task, it will check this relationship and then update that field accordingly. With this field, we could then generate a custom filter where "Owner_is_Creator" is FALSE.

Any help would be appreciated. I tried to get ChatGPT to write the code for me but it didn't work after quite a bit of iterations.