Forum Discussion
mitchreece
7 years agoFrequent Visitor
Problem matching 2 fields in a relationship to a staff list
I am trying to join 2 fields from one table to a list in another i.e Table one contains a list of clients, a field for the manager, a field for the partner and other fields. Table 2 contains a list...
v-danhe-msft
Microsoft Employee
7 years agoHi mitchreece,
Could you please offer me some sample data to have a test and post your desired result if possible?
Regards,
Daniel He
- mitchreece7 years agoFrequent Visitor
Hi Daniel
Thank you, I appreciate it.
Below is a link to what the 2 tables would look like.
What I want is for the leader of Team Y (That has 'staff 2' in it) to be able to see clients C though to H as Staff 2 is either Partner or Manager on those clients.
Leader of team X (Staff 1 & 3) could see clients A through to F
Leader of team Z can see clients G & H
Hope this makes sense.
- mitchreece7 years agoFrequent Visitor
v-danhe-msft - Did you have any luck?