CDS View Filer "Owner is current user or his reporting hierarchy" not working

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Posted on by shennu

I have custom entity "TS".

Users have manager and position fields are setup.

But the CDS views only returning records matches the current user, but nothing from the people who is reporting to that current user.

The "Owner is current user or his teams or his reporting hierarchy and their teams" only returns the current users record too.

note: the current user has a security role that can read all records of this entity in the same Business Unit. And there is only the default BU.

What have I missed? I hope this doesn't requires to switch on the "Hierarchy Security" model in the environment? or?

Many thanks in adv

Xun

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Microsoft Dataverse with Power Apps

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Satish1024 279 on at

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Have you mapped users to different Positions after you created them? (Assuming you are using the Position hierarchy)

...........
Please mark it as answer if my post helps.
Thanks
Satish Reddy
https://pascalcase.com

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shennu 82 on at

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Hi @Satish-Reddy ,
Yes, if you mean the Position field is filled in on users record.

I guess the question is are these view filters relying on anything else to be setup?...

cheers

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shennu 82 on at

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Further to the above.
I have tried to use the related entity in the view filter see attached png.
This does return all records that owned by the current user as well as the anyone who's manager is the current user.

But still, this is not good enough. more later

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Satish1024 279 on at

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What is the depth of hierarchy ?

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shennu 82 on at

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well the Hierarchy Security model wasn't switched on as I stated in my original post...
Therefor the hierarchy depth is irrelevant...
Regarding the data, there is only 1 level depth I am expecting to see in the view (I am logged in as a line manager, and I am expecting to see all records own by the users who are reporting directly to me...)

Anyhow I have now tested it by switch on the Hierarchy security model, and guess what. that make the view filter working.
a bit annoying that this is not stated anywhere on the documentation regarding these view filters...or on the documentation regarding hierarchy security model...

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