Skip to main content
Question

Self Relating table -lookup and report

  • February 20, 2019
  • 0 replies
  • 154 views
So I have tried to create a table related to itself. I am maintaining a staff table which join itselfs to maintain its manager hierarchy information. Now I want to create a report based on the current user's manager. I want to show only the staff that have the manager same as the currently logged in user.


Demonstrating the ask with an example:

 
Now let's say the current user who is logged in is aaa@abc.com whose related manager is 2. the report should show all staff who have related manager as 2. 

Does this sound like something that can be achieved? Any help is appreciated. Thanks,
    This topic has been closed for replies.

    easy, just filter the report where the manager userid "is the current user".  That should be offered as a choice in the report filter.

    If it's is not offered up as choice you can use the somewhat obscure legacy notation of _curuser_ to compare the userid field to (yes, with those leading and trailing underscores).  Or if necessary create a field called Current User of type formula user with a formula of
    User()
    Terms & ConditionsAccessibility statement