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Copper Contributor

Hello all,

I want to create view of sharepoint list which manager can view their records and records of team members.The manager and team members are set in Office365 well.How I can do this because right now all users have view for all records which their created and for example if I'm manager I can't see the records of my team.Can i do this automitically or not ?

4 Replies

There's not a great way to do this natively in SharePoint. You'd have to add a field for the manager to the SP list and set it with Power Automate (there's a "get manager" action). Once you have it populated, you can set the filter for the view to be Manager = [Me] OR <name of your other user field> = [Me].

It's much easier to do this type of thing using row-level security in Power BI, if you're open to that route. Power BI can connect to SP lists as a source and display clickable links to the items in a table, much like a view, and you can add some other data visualizations as a bonus.

 

Alternately, you could also do it in a canvas Power App probably, but it'd take quite a bit longer to set up if you're not a frequent Power Apps user already.

@christinepayton 

I tried to get this from powerautomate to power apps but I dont know how I can do this.Because I stay in point where I get records from my team member and i dont know how i can put this collection back to powerapp

If you're already using Power Automate, you can skip the Power Apps bit entirely and just send the data back to the SharePoint list. So for a given item (on created or modified trigger), "get manager" for the people field on the item, then do an "update item" and feed it the manager email address from the "get manager" step and have it put it into a people column (you'd need to add the field to the list if it doesn't exist already). Then just use that field in the view filters.

Hi @Yaybaa,

if you make the manager an "owner of the site"/"site collection admin" then he can see all entries in the list. (Permission checking is disabled for site collection admins).

Create a site for each team with a copy of that list. Make the manager of the team a site owner.
If you combine that with "Users can only see items they have created" then you get that effect

Best Regards,
Sven