How to restrict rows by contact
Hi all,
I am traying to create a Disciplinary Actions report where the manager can only see the inforamtion he has assigned. I have some others managers, but In the report, I want he only sees the rows that have his name.
Answers
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This can be achieved with dynamic view. Do you have that feature?
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Otherwise you can create a new filter, name it, click the share filter button, then select the contact row, is one of, "Current user".
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Hi @Enmanuel
I hope you're well and safe!
To add to Michael's excellent advice/answer.
Here are some other options.
- Premium App, WorkApps
- I recently developed a (what I call), Dynamic View Light. It's pretty advanced, but in short, it uses cross-sheet formulas and INDEX/MATCH and a specific structure and method, so it's only possible to show data that should be available.
Also, if they mustn't be able to access other information, it won't work with a report/filter with Current User if it's not a report in WorkApps.
Would any of those options work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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