Jump to content
View in the app

A better way to browse. Learn more.

FMForums.com

A full-screen app on your home screen with push notifications, badges and more.

To install this app on iOS and iPadOS
  1. Tap the Share icon in Safari
  2. Scroll the menu and tap Add to Home Screen.
  3. Tap Add in the top-right corner.
To install this app on Android
  1. Tap the 3-dot menu (⋮) in the top-right corner of the browser.
  2. Tap Add to Home screen or Install app.
  3. Confirm by tapping Install.

Heirarchical ... Groups?

Featured Replies

Hi Guys,

I'm in a bit of a conundrum and am afraid i'll be thinking about it for 10 hours before i come up with something workable.

I need to do hierarchical style finds (and privileges)...

Essentially any single person (or supervisor) within the scenario can 'own' a record... but when isomeone does a find, i need them to find the records owned by everyone below themselves (including themselves) in the hierarchy.

The people who create the records essentially own them so an account id from the accounts table can be placed in a creation field...

Examples:

1) When supervisor 2b does a search, all their records are returned, aswell as all the records owned by supervisor 1a, 1b and also person 1a, and person 1b.

2) When supervisor 1d does a search, all their records are returned, aswell as all the records owned by person 1d, person 1f, and person 1g.

3) When supervisor 2b is browsing a record owned by person 1a, they have editing rights to the record.

The main issue here though is that supervisor 3 isn't the end of it... It could potentially go on to supervisor x (where x is any number).

I need help!!! Please

Thanks guys.

export.gif

It should be possible to use a structure like this in conjunction with your records to filter what records are visible:

http://fmforums.com/forum/showtopic.php?tid/135595/

Another potentially useful thread.

  • Author

Thanks guys, i'll sort through the files tommorow and get back to you... but knowing you guys...es, this'll be just what i need!

Thanks again :)

  • Author

These were exactly what i needed.

Thank you Mike and Michael :)

  • 2 weeks later...
  • Author

Hi Mike,

Example file works great,

My only question is what happens if the supervisor's supervisor changes? The subordinate records won't update will they?

This article may be of some use to you as well.

http://advisor.com/doc/18551

Create an account or sign in to comment

Important Information

By using this site, you agree to our Terms of Use.

Configure browser push notifications

Chrome (Android)
  1. Tap the lock icon next to the address bar.
  2. Tap Permissions → Notifications.
  3. Adjust your preference.
Chrome (Desktop)
  1. Click the padlock icon in the address bar.
  2. Select Site settings.
  3. Find Notifications and adjust your preference.