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"Thanks for the explanation! That makes sense. I have a follow-up regarding the User Experience (UX):
Since the process is driven by the Dataverse record status, I want to ensure each persona sees only what’s relevant to them within the Model-Driven App.
For the Manager View: How can I best configure the filter so they only see the 'Direct Reports' requests? Should I rely on the 'Hierarchy Security' or is there a specific 'View Filter' using the 'Manager' field from the User table?
For the CFO & Purchasing: Since I need the CFO to see only requests > $10k and Purchasing to see all 'Approved' records, should I create separate 'System Views' for each role, or use one view with 'Dynamic Filters'?
Also, if I want to display these requests as 'Cards' instead of a standard grid for a better UI, what is the simplest way to achieve this without complex PCF development?
Looking forward to your advice!"
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