How to restrict rows by contact

Enmanuel

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.

Michael Culley

This can be achieved with dynamic view. Do you have that feature?

Michael Culley

Otherwise you can create a new filter, name it, click the share filter button, then select the contact row, is one of, "Current user".

Andrée Starå

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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