Forum Discussion

MichaelKnecht's avatar
MichaelKnecht
Qrew Trainee
2 years ago

Cascading Permissions - Is it the answer

Setting the scene

I have Regions that have Locations that have Machines that have Tickets.  I have cascading permissions set up so that depending on the region the user can see only his/her respective Locations/Machines/Tickets based on a User Permissions table setup.  Using the Current User is person fields.

Now for the problem.

I have Managers who need to see certain tickets. Example: Only see their Teams Tickets or or only see the tickets that are assigned to people they manage (I have a manager field on the user table that specifies a users manager- but i cant get that info to the ticket).  But the tickets are not assigned to a team. 
The tickets are assigned to an employee using a User field.  How can I have that User Field determine a Team and then filter based on the Current User is 1 that Im already familiar with. 

I dont know how to get any user based information to the ticket because im not relating the ticket to the assigned employee, Im just choosing them from a dropdown.

Any help is appreciated.

------------------------------
Michael Knecht
------------------------------

6 Replies

  • KatlynAllen's avatar
    KatlynAllen
    Qrew Assistant Captain
    creating relationships between Managers -> Employees and then Employees -> Tickets is definitely what you need to do. Then you can pull in the Manager to the Tickets table from those relationships. 
    After that, you can set your permission for Managers to only be able to see the tickets where the current user is the manager shown on the ticket.

    ------------------------------
    Katlyn Allen
    kallen@eatatjacks.com
    ------------------------------
    • MichaelKnecht's avatar
      MichaelKnecht
      Qrew Trainee
      I havent figured out how to make that work as that I dont relate the ticket to an employee.  I assign the ticket using a dropdown and its just a user field.  How can I take that dropdown and turn it into a "relation"  I need to keep most of the original framework surrounding the user field because many form rules decide what employee to assign.  I havent been able to get form rules to change a related record the same way they change the user field.

      ------------------------------
      Michael Knecht
      ------------------------------
      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        Can you tell us what the Key field is of your Employees table?  Is it userid or just Record ID#?

        ------------------------------
        Mark Shnier (YQC)
        mark.shnier@gmail.com
        ------------------------------