How to show records assigned to all levels of a user’s reportees in a Dashboard?

Nikhil C
Tera Contributor

4 hours ago

I have a dashboard requirement where users should be able to see records assigned to their reportees across all hierarchy levels.

Requirement details

  • Logged‑in user opens a dashboard
  • Dashboard should display records (e.g., Incident / Task) where:
    • Assigned to direct reportees
    • Their reportees
    • And so on (multi‑level / recursive hierarchy)
  • Basically, all users under the logged‑in user in the manager hierarchy, not just one level
0 Helpfuls
  • 202 Views
2 REPLIES 2

Mark Manders
Giga Patron

3 hours ago

If you can, upgrade to Australia asap! Australia introduces the 'manager hp1' field, which stores the hierarchical path all the way to the top. This will allow you to query 'all tasks where the assigned to is in the hierarchy of USER, including/excluding that user'. And it's also a query that can be used dynamic (so 'in my hierarchy'), making it perfect for manager dashboards.

There are ways to script this, but that has a lot of limitations when it comes to reporting/dashboarding.


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
0 Helpfuls

Nikhil C
Tera Contributor
In response to Mark Manders

3 hours ago - last edited 3 hours ago

How can I use scripting in dashboard filters ?

0 Helpfuls