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SuzyPa
Level 2
August 18, 2017
Question

Report filter for multiple levels of organization based on recursive manager structure

  • August 18, 2017
  • 16 replies
  • 1683 views
We have approx 700 users and an org structure that is 6 levels deep at its max - I was expecting that I could i could create a 'Reports to Me" filter that would give me everything (say all Priority 1 Risks) that are assigned to anyone in my org tree - so if I'm a VP, I get my P1 risks plus P1 risks for all of my Program Directors, their Application Managers, and the teams underneath them. Yesterday my configuration consultant created a custom field to track this and generated the report I was looking for - But now I need to maintain that field and it's duplicate information to what should be already in the system. Any thoughts? Is there a better way? Suzy Park Partners Healthcare System, Inc.
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    16 replies

    BrandonNW
    BrandonNW
    Level 6
    October 18, 2019
    Thanks guys! I have a twist on this though...... Is there a solution if I wanted to group this in a chart? If I want to see all of a Level 3 manager's reports and the level 2 manager's reports and the level 1 manager's reports in a chart view, could this be done? If I group by "manager hierarchy" it pulls in every user combination of manager path as a different data set. I just want to see all the hours the level 3 manager is accountable for... Brandon Pritchard System Administrator iNHouse Marketing - Nationwide pritcb1@nationwide.com
    Alysha_Sarrade
    Level 2
    July 22, 2019
    Sometimes it's the simple things (as I facepalm). My field was named differently. Thank you so much for your help! Alysha Sarrade Jackson Family Wines Inc
    Anonymous
    July 18, 2019
    The two most common problems: your field isn't named Manager Hierarchy with the same spelling and capitalization (or edit as needed) Losing a parenthesis. I like to edit complex formulas like this in sublime or another text editor with parenthesis matching. It is so easy to accidentally add or delete one. Finally work inside out. Start with the contents of the inner most parenthesis and build the formula back up. If none of these help, post your calculation here. Melinda Layten Technical Project Manager - API and Integration Workfront
    Alysha_Sarrade
    Level 2
    July 18, 2019
    HI William, I attempted this as well when setting up the field for myself (custom calculated field on custom form), but even after saving the form with the calculation blank and then going back in to add the calculation, I still get the same error - "Custom Expression Invalid." Any ideas on what could be causing this? Anything I might have overlooked? Melinda or Monique, if you have any input, it would be incredibly welcome as well. Alysha Sarrade Jackson Family Wines Inc
    Anonymous
    January 23, 2019
    You want contains not equal. Equal switches to the ID, contains is looking for a substring.
    Christina_Jarosz
    Christina_Jarosz
    Level 9
    January 23, 2019
    What am I doing wrong? It doesn't seem like it want's to take the $$USER.name for any instance. Christina Jarosz Ascensus
    Anonymous
    January 23, 2019
    Manager Hierarchy Contains $$USER.name -- "https://www.workfront.com/" style="text-decoration-line:none;box-sizing:border-box;color:rgb(0,161,208)">
    Melinda Layten Technical Product Manager: API, Fusion and Enhanced Authentication M: (484) 505 6855 "https://www.workfront.com/" style="color:rgb(248,130,47);text-decoration-line:none;box-sizing:border-box;font-size:12px">workfront.com
    Christina_Jarosz
    Christina_Jarosz
    Level 9
    January 23, 2019
    Unfortunately it doesn't seem to want to populate with the wildcard - am I missing something? The resulting field will only show up as a text field from the calculation - it won't let me pull a wildcard result. Christina Jarosz Ascensus
    Anonymous
    January 23, 2019
    Yep this should work for timesheets as well. Or even hours. Since the form is on the user you can use it anywhere that is less then 3 hops from a user. Melinda Layten Technical Project Manager - API and Integration Workfront
    Christina_Jarosz
    Christina_Jarosz
    Level 9
    January 22, 2019
    Just finding this thread and it's making my head spin....egash. Will this work for timesheet reporting as well? Looking to build out time reporting dashboard, where $$UserID will be always open up to their own direct reports, or direct-direct reports respectively. Christina Jarosz Ascensus
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