Forum Discussion
Limiting Items seen in a list
I have a list of employees that is maintained by multiple people. Employees may be added or edited by HR manager, but they also need to be added or edited by a retail site manager, of which there are many. How can I set up the list so that HR manager can see all employees and site manager can only see or edit the employees assigned to their site. An additional problem is the retail site manager will change every few years and they need access to employees assigned to their site even though they did not create them.
3 Replies
An alternative approach would be to use the SharePoint People Profile and/or Azure Active Directory (AAD) which already contains all of the employee accounts.
You can use People search to provide pages showing the people for each location.
Depending on the attributes you need edited for each employee, it may be most appropriate to change them in Azure AD so that they can be used by many applications.
Hi Curt,
Good Morning!!
As your business requirement :
1. HR should be add/update and view all employee.
2. Managers can see and update employee details who are assigned to him only.
Solution :
1. Create a SharePoint List with Column like : Employee Name (People Picker type) , Manager (Text Field) and other columns as you have required.
2. When HR add a Employee Name , Manager name can auto update using SharePoint designer workflow (On item added/Update). SharePoint designer workflow has ability to get employee manager name from o365 organization directory.
3. Create a HR List View to View all list Items.
4. Create a Manager View , in view setting filer Manager = [Me] , these setting display only employee list items where manager is login user on site.
This is just a high level details. Hope this helps for you!!
Regards,
Manish
- Only way to deal with this with default features is by means of list views...if this is not enough, then you will need some development work
