FILTER REPORTS BASED ON USER LOGIN.2

Question

Hi,
Here is my issue.
I have many reports that I would like to filter on [BP.PM] as the current user logged in.  In addition, I need other users to be able to see the entire report, when they are logged in, without the [BP.PM] filter.

Story...I have multiple Project Managers [BP.PM] so I only want them to see their assigned projects.  BUT, several other ROLES/USERS need to see the entire report. For example: Roles/Users that need to see entire report:
ADMIN, ANNETTE, GARRYD
Do I need a MASTER REPORT that does not filter on [BP.PM] in addition to the filtered [BP.PM] report?
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MarkShnierYou · Answer

One option is to use the UserRoles function. https://login.quickbase.com/db/6ewwzuuj?a=dr&rid=201&rl=e73 It returns the name and the number if all the Roles a user us in.

You can make a formula checkbox field called [User is in a High Level Role?]

var test MyRoles = ToText(UserRoles(""));

Contains($MyRoles, "ADMIN")

or

Contains($MyRoles, "ANNETTE")

or

Contains($MyRoles, "GARRYD")

then you can have a filter on the report that says,

any

[User is in a High Level Role?] Is checked

or

project manager is the current user

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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