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Filter a view for all Cases Owned by Anyone with the same Manager as me

  • 1.  Filter a view for all Cases Owned by Anyone with the same Manager as me

    TOP CONTRIBUTOR
    Posted Jun 07, 2021 02:05 PM
    Good day,

    Is there a way to create a view that filters all active Cases where the owning User's manager is the same as my Manager?

    Thank you,

    ------------------------------
    Jim Corriveau
    A.W. Chesterton Company
    Groveland MA
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  • 2.  RE: Filter a view for all Cases Owned by Anyone with the same Manager as me

    TOP CONTRIBUTOR
    Posted 28 days ago
    Hi, Jim ~

    This should be a view you can create. To do so: go to your Active Cases view > click the Advanced Find icon at upper right of screen > ensure "Look for" shows Cases and "Use Saved View" shows Active Cases > click Details (near middle of ribbon) > select Owning User (User) under Related in the filter pane > within that entity, select Manager, Equals, and name of your manager > click Results on ribbon.

    Hope I understood your question and that this helps,

    John

    ------------------------------
    John Ireland
    CRM System Coordinator
    American Board of Family Medicine
    Lexington KY
    ------------------------------



  • 3.  RE: Filter a view for all Cases Owned by Anyone with the same Manager as me

    TOP CONTRIBUTOR
    Posted 25 days ago
    John,

    Thank you for the response, but the '...name of your manager...' needs to be dynamic base on the current User's assigned Manager.

    Thank you,

    ------------------------------
    Jim Corriveau
    A.W. Chesterton Company
    Groveland MA
    ------------------------------



  • 4.  RE: Filter a view for all Cases Owned by Anyone with the same Manager as me

    TOP CONTRIBUTOR
    Posted 25 days ago
    Jim,

    Ha...you are absolutely right. Sorry that dynamic aspect completely slipped my mind.

    Have a good week,

    John

    ------------------------------
    John Ireland
    CRM System Coordinator
    American Board of Family Medicine
    Lexington KY
    ------------------------------



  • 5.  RE: Filter a view for all Cases Owned by Anyone with the same Manager as me

    SILVER CONTRIBUTOR
    Posted 24 days ago
    Hi Jim, This seems to work:


    ------------------------------
    Tim Miller
    IT Manager
    R.L. Deppmann
    Novi MI
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