AndreaJohannes
5 years agoQrew Trainee
need help with some roles and dashboards
Howdy,
I have a very simple application with two tables - Employees and Weeks. It is being used to track weekly % effort related to COVID-19. I have two fields in Employees and I have made both user fields - employees and associate director. I have also created two roles - Employee and Associate Director. I need for those in the Associate Director Role to be also be able to enter "week" information as an employee.
I am having trouble creating the permissions in the roles to allow them to both be able to see their own name in the employee dropdown when they go to add a week and also be able to see their team's entries.
When I do the permission as below my associate director is unable to choose their name from the employee dropdown when adding a week, however, they can see everything added by their direct reports.
When I do the permissions below, my associate director can choose their own name from the employee drop down when adding a week, however, they are unable to see anything (even their own entry) in the week report.
I'm not sure how to do the roles and permissions so that they are both able to choose their own name as an employee AND in weeks, see everything related to themselves and their direct reports. Any help would be very much appreciated!
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Andrea Johannes
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I have a very simple application with two tables - Employees and Weeks. It is being used to track weekly % effort related to COVID-19. I have two fields in Employees and I have made both user fields - employees and associate director. I have also created two roles - Employee and Associate Director. I need for those in the Associate Director Role to be also be able to enter "week" information as an employee.
I am having trouble creating the permissions in the roles to allow them to both be able to see their own name in the employee dropdown when they go to add a week and also be able to see their team's entries.
When I do the permission as below my associate director is unable to choose their name from the employee dropdown when adding a week, however, they can see everything added by their direct reports.
When I do the permissions below, my associate director can choose their own name from the employee drop down when adding a week, however, they are unable to see anything (even their own entry) in the week report.
I'm not sure how to do the roles and permissions so that they are both able to choose their own name as an employee AND in weeks, see everything related to themselves and their direct reports. Any help would be very much appreciated!
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Andrea Johannes
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