Dashboard - UserID (employee see own records)

Epicor ERP 10
1

Hi,
I create a labour hour dashboard, I have set filter that UserFile_DcdUserID=Constant: UserID, so that each employee can see s/her hour records.
However, this way Management can only see their own records, how to do so Management can see all records?

2

two methods come to mind - have a separate query/dashboard for the managers that doesn’t have the filter OR if your management hierarchy is built in Epicor using the ReportsTo field, you might be able to do some neat recursive subquery to determine which records a specific user is allowed to see (using the current logged in user value at the BAQ level rather than the DB level)

3

LaborDtl > EmpBasic (Company/Company, EmployeeNum/EmpID)
LaborDtl > EmpBasic1 (Company/Company, ReportsTo/EmpID)

In the SubQuery Criteria use:
EmpBasic.DcdUserID = Constant.UserID
OR
EmpBasic1.DcdUserID = Constant.UserID.

1 Like
4

Hi Jason,
The issue I have on this solution is that ReportsTo can only see records of employee s/he manages, s/he cannot see entire employee records.

5

Hi Mike,
I take 1st suggestion.

6

Right. That is why I suggested the query above.