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"Is In Hierarchy" - The struggles continue...

Lisboa
Tera Expert

After upgrading to Australia, found some great success with the dynamic "is in hierarchy" function in List Views.  It works well to quickly filter a single list down to show all work on a manager and/or their sub-leader structure.

 

Where I'm struggling, getting it to work in the Next PA reporting/dashboard experience.  Have built a dashboard with various ticketing data in it - ITSM, SPM, SecOps, etc.  However, the intent is to use this dynamically in real-time as part of recurring operational readiness calls where the call coordinator will need to present and filter the dashboard to a named manager, director, VP, C-Suite Exec, etc. to show the work within/across their respective area.

 

In experimenting with Filter Group or Filter options, was able to get a hierarchical filter to work, but only against the Sys_User table.  Have been unable to extend that relationship to sys_user_group, incident, problem, rm_stories, etc.  Setting up the filter source as shown here works in conjunction with the Data to Filter setup for sys_user, but no other table.

 

Lisboa_0-1789633104968.png  

Lisboa_1-1789633226700.png

However, the moment I try to create something similar from that sys_user hierarchy off to a group owner, it doesn't seem like all the right hooks/relationships are there.

Lisboa_2-1789633390585.png

Anyone having success with this approach in PA Next Dashboards?

 

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