You need to create a new custom field to be used for record filtering that...

If each order is associated with a single salesperson and the goal is to filter records by the salesperson's name, the most straightforward solution is to add a field directly to the DemandOrder table where orders are recorded. This avoids unnecessary joins to another table and simplifies the data model. According to database normalization principles, if the field is non-repetitive and directly related to the entity (in this case, the order), it should be placed on the same table.

ReferencesThe addition of a single attribute that is not multi-valued, non-repeating, and directly related to the primary key in the table aligns with the first normal form (1NF) in database normalization. This approach is also supported by Kinaxis best practices for efficient data retrieval.