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"Current User" View of subordinates

  • August 6, 2020
  • 0 replies
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I had a request to allow managers and fellow team members to view team requests.

  • A manager can see all requests submitted by Supervisors and their subordinates
  • All Team members can see the requests unless excluded from view by Manager (checkbox Manager View Only)
We currently have a user list "Manager(s)" field for specific supervisors as well a "Team Codes".  Looking for suggestions.  I was thinking of building a formula based on the Team code and current user (i.e. if Team Code matches Submitter show results, with Manager View Only checked XXX out code so it wouldn't match)


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Christine White
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Is there a way to do this:  the request and team both have team codes.  Trying to create a filter where if user has same team code as request able to view request *** below?


Owner is Current User
Reports to is Current User
***Current User Team Code =Request Team Code?

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Christine White
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