Hi
I have a question if want Views should show the information of team members under the same manager that the person running the view. How can i do that.
thank you
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Thank you so much it would help a lot if i get solution for this
I think I Have a solution to do it in views. But it requires a POC from my end. I will get back on this in few hours
Hi,
not sure you can do it using advanced find since you'd have to create a condition which would be basically saying "show me all records where owner's manager equals current user's manager". Unless you want to do that for a specific manager..
It might be possible with fetchXml in general (if you wanted to build an SSRS report, for example), but Advanced Find has some additional limitations.
BTW, such a view might not be able to really show exactly the same records for every user under that manager because of the security.
it is not a custom entity
If you are talking about out of the box User entity. Then you can use the following query in Advanced Find -
The result will give you all the users who have that manager.
And then click on Save View.
It will appear your Saved Views. If not, you can even create a System View. You'll then need to hard-code the manager.
Please mark my answer as verified if this helped you. Thanks!
Check this article it might help you out.
You might need to change the query a bit, but the relationships and logic would be the same.
Hope this helps.
Are you talking about Users and Default Manager functionality that CRM has? Or this is custom entit?
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