Sample Filters

To Do List

Show me only records that are assigned to the current user.

CURRENT_USER IN ROLE [Assignee]

My Subordinates

Show me only records that are assigned to people who I supervise.

CURRENT_USER SUPERVISOR OF [Assignee]

This doesn’t show records assigned to me. You can include these using the following:

CURRENT_USER SUPERVISOR OF [Assignee] OR [Assignee] = CURRENT_USER

Permissions

There are some common examples you might find when setting up permissions in a system.

Based on Departments

-- 'OHS Management' group must have permission to all records
CURRENT_USER IN ROLE 'OHS Management'
OR
-- A manager can access their own departments' records
(
    GET_USER_DEPARTMENT(CURRENT_USER) = [Location]
    AND
    GET_USER_POSITION(CURRENT_USER) = 'Manager'
)

Based on Supervision

  • Risk owner should have access
  • Direct and indirect supervisors should have access
  • Users within the same team should have access (We interpret ‘the same team’ to mean ‘with the same supervisor’)
-- Risk owner
CURRENT_USER IN ROLE [Owner]
OR
-- Direct and indirect supervisor of risk owner
CURRENT_USER SUPERVISOR OF [Owner]
OR
-- people under the same supervisor as the risk owner
GET_USER_SUPERVISOR(CURRENT_USER) IN ROLE GET_USER_SUPERVISOR([Owner])

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