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I am trying to join 2 fields from one table to a list in another
i.e Table one contains a list of clients, a field for the manager, a field for the partner and other fields.
Table 2 contains a list of staff (Which the manager and partner are part of), and a team for each staff member.
I believe it's not possible to 'join' them using relationships so am looking for another way to relate them as I am using row level security and I need to do that based on team in table 2.
(I need to relate both 'Partner' and 'Manager' in [Agent Listing] to 'Name' in [Staff] so that I can run report wide filter on 'Team' in [Staff] and it will include results where either the manager or the partner for a client is in the chosen team)
Hi @mitchreece,
Could you please offer me some sample data to have a test and post your desired result if possible?
Regards,
Daniel He
Hi Daniel
Thank you, I appreciate it.
Below is a link to what the 2 tables would look like.
What I want is for the leader of Team Y (That has 'staff 2' in it) to be able to see clients C though to H as Staff 2 is either Partner or Manager on those clients.
Leader of team X (Staff 1 & 3) could see clients A through to F
Leader of team Z can see clients G & H
Hope this makes sense.
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