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HemanthV's avatar
HemanthV
Helper II
4 years ago
Solved

Giving one person RLS to another person

Hello Guys,

 

I have created organizational hierarchal RLS and it is working as expected, but now i need to make a person as a specific manager, so the person can see that manager data and his hierarchal people data.

 

For Example:

E1, E2 and E3 employees reports to Manager1. When Manager1 opens the report he can see his data and E1,E2,E3 data right, but now what i am trying to achieve is, I need to make E4 as Manager1 so that E4 can see Manager1 data and as well as E1,E2,E3 data.

 

Please help on this!

Thanks in advance!

Need Help

2 Replies

  • JeaneTan's avatar
    JeaneTan
    New Member
    3 years ago

    Hi,

    How about if manager A delegate job to B to monitor team's spend. how can I set the RLS?
    for example: line manager A can view L1-L7, line manager A want B to view all expenses exactly same as line manager A. 

    currently the RLS setting was:

    [Level 1]= UPPER(USERPRINCIPALNAME())
    || [Level 2]= UPPER(USERPRINCIPALNAME())
    || [Level 3]= UPPER(USERPRINCIPALNAME())
    || [Level 4]= UPPER(USERPRINCIPALNAME())
    || [Level 5]= UPPER(USERPRINCIPALNAME())
    || [Level 6]= UPPER(USERPRINCIPALNAME())
    || [Level 7]= UPPER(USERPRINCIPALNAME())
    || [Level 8]= UPPER(USERPRINCIPALNAME())
    || [Level 9]= UPPER(USERPRINCIPALNAME())
    || [Level 10]= UPPER(USERPRINCIPALNAME())
    || [Level 11]= UPPER(USERPRINCIPALNAME())
    || [Level 12]= UPPER(USERPRINCIPALNAME())

     

    so, B only can view himself and his team only ($100) --> Level 1 - level 3 (expenses of team / teams reporting to them)
    how can B can view exactly ($1,000) like line manager A --> level 7 (which spend cover level 1-level 7) under A's organisation? 

    thanks.
    Regards,

    Jeane