+9Hello, I have a table that has a "Warehouse" field and a "Department" Field. I also have roles setup based on Warehouse i.e "California Shipping Manager". I was wondering what the best way is to limit the "California Shipping Manager" role to only be able to view records that have "California" as the location and a set of departments that manager manages? I.e. "Shipping", "receiving", etc.
thanks
Brian
+15Brian,
I am assuming that there are many Warehouses in California.
The California Shipping Manager is responsible for all of them. Here is an architecture that breaks this into pieces for all of it.
You in the Departments table you are assigning a manager to a Location and Department Type
Jim Smith, Shipping, California
That table inherits Jim Smith's User info from the Managers Table
Once that happens you can use a Pipeline to find all the warehouses in California and create the Warehouse Department records.
The Warehouse Department records will inherit the Manager User field from the Department table.
You can now build reports in the Warehouse Departments table where the Manager Use is the Current User.
Jim Smith will see all the California Warehouse Department records.
Reach out on this if it is not perfectly clear.
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