I am trying to create a view for our agents so that they can see if they created an item or if they have been added to an item. To do this I thought it would be as simple as:
Agent Name (Indexed) is equal to [Me] OR Lead originator (Indexed) is equal to [Me]
However when I do this it returns everything (I am assuming this as its goes over 5000 record when the totals for a single agent doesn't go over 1000).
Both columns are a "Person or Group" type. It will work if I only use one of the columns, this only fails when I use both columns
Is there a way to get this to work?