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Cookistador's avatar
Cookistador
Super User
2 years ago
Solved

Conditional formatting for different members

Hello everyone,

 

I need to build a report for an internal team with different users.

The idea is to help the people visualize the actions they have to perform. Behind the data, there is a SharePoint list. At the top of this list, an app has been built in which the users must approve some workflows. However, they would like to have a summary of which actions are awaiting their attention.

 

So, to simplify the case, there are currently 3 levels (4 in a few weeks), and each team has different actions to perform depending on the step in which the workflow is.

 

Of course, many workflows can and will occur simultaneously (+/- 50). To help you better understand the use case, here are some screenshots:

Workflow rules:

Data model:

As you can see, for each step, the department has different actions to perform. For each action, I would have to put in place conditional formatting.

 

For Step 1, employees will have a line with a warning code color, managers with “NA,” and directors with “FYI.” And, of course, depending on the team they are in, they won’t see the same items.

 

Directors will see all items, managers will see items from their team, and employees will see items for which they are stakeholders.

The approach I see would be to create the same report with 4 pages (one for each team) and another main page (with shortcuts for each page) and implement a Row-Level Security (RLS).

 

So, if an employee clicks on the manager, due to the RLS, they will see an empty report.

If a manager needs to work on a workflow from another team, they will be able to see the items on which they are stakeholders. Alternatively, by switching to the manager page, they will see all items for their team.

Do you see a better way to achieve that?

Many thanks in advance for your help! 😊

 

 

 

 

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