Forum Discussion
QuickBaseCoachD
8 years agoQrew Captain
Let's get there step by step.
Can you make a formula field which will identify if the Team member reports to the Current user? Does your app have a User field type for the Team Member's manager?
Assume that the answer is yes.
So you make this formula and it will calculate to true if the current user is the Team member's manager.
User() = [manager userid]
Then you summarize how many team members report to the current user - ie how many team members on that team involve "me" the current user.
Then the Team knows if it is a team that has members that reports to me.
Then lookup that Summary field back down to the Team Members child table.
Now the Team members know if they are on a team where any of my fellow Team members report to the current user, so you can run a report with that filer and not on see your own Team member who report to me, but also any of their cohorts on that team. The table reports could even color code the Team member as to if they report to me or not.
The feature to "test as user' will be useful for testing purposes here.
Can you make a formula field which will identify if the Team member reports to the Current user? Does your app have a User field type for the Team Member's manager?
Assume that the answer is yes.
So you make this formula and it will calculate to true if the current user is the Team member's manager.
User() = [manager userid]
Then you summarize how many team members report to the current user - ie how many team members on that team involve "me" the current user.
Then the Team knows if it is a team that has members that reports to me.
Then lookup that Summary field back down to the Team Members child table.
Now the Team members know if they are on a team where any of my fellow Team members report to the current user, so you can run a report with that filer and not on see your own Team member who report to me, but also any of their cohorts on that team. The table reports could even color code the Team member as to if they report to me or not.
The feature to "test as user' will be useful for testing purposes here.