Filters on Liveboard
Hey guys, need help with user roles & filtering.
I have Exec / Manager / Sales Rep roles. Exec tab works fine.
What I want:
Manager tab → filter shows only managers, by user name.
Sales Rep tab →
if a manager is selected, show only sales reps under that manager and if no manager is selected, show all sales reps. Right now I only have a formula returning the user role, but I need conditional / dependent filtering, not just roles.
What’s the cleanest way to do this? Reference, lookup, formula, etc?
Thanks
I have Exec / Manager / Sales Rep roles. Exec tab works fine.
What I want:
Manager tab → filter shows only managers, by user name.
Sales Rep tab →
if a manager is selected, show only sales reps under that manager and if no manager is selected, show all sales reps. Right now I only have a formula returning the user role, but I need conditional / dependent filtering, not just roles.
What’s the cleanest way to do this? Reference, lookup, formula, etc?
Thanks
