Downline Relationship Issue

[Jimjmn]

I have created a DB to record employees and their managers as well as accounts that each employee has opened. I have the relationships in place that will allow for two portals on each employee's record to show the accounts that they started(and are linked to) as well as all the employees that they manage (have them listed as their manager). What I would like to be able to do is have a radio button option to select whether the portal shows all accounts that the employee opened or all accounts that they opened and all that the employees they manage opened. I would also like this option for the managers portal to see down-line hierarchy. I have attached a sample file.

test.fp7.zip

[jtoshkov]

Hi

I am by all means not a guru so there could be an easier way to do this, but here are my two cents.

You can create a value list of the related employee IDs per each manager and then make your relationship starting from a calculation field that either shows the managers ID or the manager and all employee IDs, based on your selection in the radio button. I have attached an example.

test.fp7.zip

[comment]

Yo can use the List() function instead of defining a value list and getting the items.