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Advanced Find Operator Help

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Posted on by holst_chris

Using the equals current user or his reporting hierarchy, no matter how i set it up i only get cases where i am the owner or my teams own. I get no cases were any other users are owners. When it says reporting hierarchy is it referring to the manager relationship? So i should be able to see cases that are owned by anyone with me listed as their manager? My end goal is to see my cases and any cases owned by users who have me listed as their manager.

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Cate B 5 on at

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RE: Advanced Find Operator Help

Hi,

This article suggests that you need to enable Hierarchy Modelling in Hierarchy Security. You can configure it to be based on Manager or Position, depending on what you use. Hope that's useful!

blog.magnetismsolutions.com/.../dynamics-365-user-view-recap
shennu 702 on at

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RE: Advanced Find Operator Help

Anyone get to the bottom of this one at all? It doesn't work for me either...
holst_chris 50 on at

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RE: Advanced Find Operator Help

I do need team owned cases as well. So i thought that operator on owner would work but not seeing anything in the hierachy
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a33ik 84,323 Most Valuable Professional on at

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RE: Advanced Find Operator Help

Hello,

That should work fine for you: