dynamic role
1 TopicNeed help setting up Role using USERPRINCIPALNAME() with an extra parameter
Hello everyone! I created a Role where a Partner could only see their own Engagements by using the USERPRINCIPALNAME() measure. It is as follows: If he is a Lead Eng. Partner or and Eng. Partner or and Associate Partner, he should be able to see the Engagement he is a part of. In the following example, Partner B is an Eng Partner for the Engagement 3000431234, so he should see that row. The way I have set up, he can only see the rows his username shows up. However, in this case he would need to be able to see the other Engs. as well because one of the Engagements he is part of is in the Lead Engagement 2001401234. In cases where neither of these two conditions apply, he should not be able to see either the Eng. nor the Lead Eng. Lead Engagement Engagement Lead Eng Partner Email Eng Partner Email Associate Partner Email 2001401234 3000431234 [email protected] [email protected] n/a 2001401234 3000401555 [email protected] [email protected] n/a 2001401234 2001401234 [email protected] [email protected] n/a And that is where I'm having trouble setting up, because in some cases such as this one, the partner isn't in either of those three email fields, but because he is part of the Lead Engagement, he should also be able to see them as well. Any help is appreciated! Thanks!Solved1.2KViews0likes5Comments