Hi all,
I have a sheet called performance appraisal tracking that holds a bunch of information about a dept, an employee in that dept and the step they are currently on in the performance appraisal workflow. Now that the review period is over I've been asked to create a report where department heads can see (next time we go through this exercise), what step all their direct reports are on for the given week. Rather than adding a dept head "contact list type" column to the original smartsheet (because that data doesn't come from the original report I'm importing from), I created a DeptAccess smartsheet that lists the Dept, head of dept and Dept Head Email (which is a contact list type field).
I then created a Weekly Status Report report that groups direct reports under their department and shows their name, the step they are on and the dept head email.
In Dynamic view I created a new view that looks at 'Weekly Dept Status Report' report but when I go to setup the Restrict View by current User, the only option is 'No restriction - all rows visible to everyone shared'.
I would like the dept head to login and only be able to see the rows where the email they logged in with matches with the Dept Head Email.
I tried creating a dynamic view just using DeptAccess smartsheet as the source and that allows me to select 'Dept Head Email' from the Restrict view by current user option, so why can't I do the same when referencing the combined report?
Thanks in advance for any help/instruction.