• All Annual Leave Allowances

    By Piched Sarapark 2 decades ago

    If user has the role to see All A/L, They can see everybody. Can it be added another view for Head of Unit, for example Sale Unit that they can see only their own unit staff instead of seeing everyone.

    The All A/L can see by Management or HR Unit. Please advise,how can I modify that. Thank you for your great contribution.

    • Team based Leave Allowances

      By Gary Cousins 2 decades ago

      Hello Piched,



      It's good to get some feedback. The following solution is based on my initial approach and there's probably a better and simpler way of doing it. To create the view you would like to see you would have to do the following:

      1. Add a field called TeamAL or UnitAL to the Annual Leave Allowances form. Your Users would then be tied into a particular team.
      2. Create a new view called e.g. Team Leave Allowances.

        Copy the new view from My Annual Leave Allowance view. You may have to use the view type "Shared, private on first use" but I'm not sure.

        In the view selection property use the Keyword form and the Annual Leave Allowances Form, find out if the user has the approver role and if so for which team they are approver.
      3. Create a Page and embed the view into it.
      4. Create a new menu item in the MainOutline that links to the new page and use a Hide When the user is not an approver.



        Let me know how you get on.



        Gary
      • Do I need to put formular some wherelse

        By Piched Sarapark 2 decades ago

        Dear Gary,



        Thank you very much for your fast respond. To be able to accomplish the task, I would like to ask you according to the following your instruction.


        1. Add a field called TeamAL or UnitAL to the Annual Leave Allowances form. Your Users would then be tied into a particular team.



          Can you expain a bit more.Do I need to put the formular some where else? Is that the case, Head of Unit will be able to view their supervisee A/L allowances.


        2. Create a new view called e.g. Team Leave Allowances.

          Copy the new view from My Annual Leave Allowance view. You may have to use the view type "Shared, private on first use" but I'm not sure.

          In the view selection property use the Keyword form and the Annual Leave Allowances Form, find out if the user has the approver role and if so for which team they are approver.



          How do I find out if the user has the proper role of which they are approver?


        3. Create a Page and embed the view into it.



          That's ok. I can do it. :)


        4. Create a new menu item in the MainOutline that links to the new page and use a Hide When the user is not an approver.



          That's ok.



          Again, Thank you very much for your kind assistance. I have one comment. When the Team was created how can I delete it in the case of not longer using.
    • Re-evaluation on how to tackle this

      By Gary Cousins 2 decades ago

      Hi Piched,



      I've asked a few more experienced developers about this customisation and it is a bit more difficult than I initially thought. The solutions offered were based on reader/authors fields, roles and single category views.

      It's further complicated because the Teams are not fixed. I want to get away from hardcoding any fields.

      I'm looking at a few solutions and would appreciate any help.



      Gary