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Question

How to create a GI to walk the Company Tree

  • 16 September 2024
  • 6 replies
  • 103 views

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Is there an example GI somewhere that provides me an example of how to list all of the “child” members of the company tree based on the ParentWGID of my Employee Account?

6 replies

mihai
Freshman I
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  • Freshman I
  • 12 replies
  • September 23, 2024

Hello @NetAdmin42,

If it helps, we managed to configure a report which shows the workgroup assigned for the employee and his/her direct supervisor.

You can find the GI in the attachment.


  • Freshman I
  • 1 reply
  • September 23, 2024
mihai wrote:

Hello @NetAdmin42,

If it helps, we managed to configure a report which shows the workgroup assigned for the employee and his/her direct supervisor.

You can find the GI in the attachment.

Hello @mihai ,

Would you be willing to send me that XML attachment to my email address of netadmin@eprivia.com ?

Recently none of my browsers are able to DL attachments from the acumatica.com forums.  All of them fail with the error of “Missing Key-Pair-Id query parameter or cookie value”.  Even though I have the site setup as an exception to pop-ups and cookies.  Thank you,


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  • Author
  • Semi-Pro II
  • 62 replies
  • September 23, 2024

@mihai 
What I am looking to do is create a GI that reports back all of the members to the top level of the tree.  For example, let us say we have the following Tree.
Product
        Sales
            North
            South
        Service
            North
            South

The top level is Product with a single member of VP-Jane Doe

Under Sales there is a single member of Sales Mgr-John Doe
Under Service there is a single member of Service Mgr-Jane Smith
Under Sales/North there are three (members) Sales people
Under Sales/South there are three (members) Sales people
Under Service/North there are three (members) Service people
Under Service/South there are three (members) Service people

I want to create a GI that reports for VP-Jane Doe all 14 (fourteen) people that report to her.
While for each of the Mgrs, (Sales and Service) it only reports back those 6 (six) people that report to them respectively.
I am NOT able to use the Reports To, (ie SupervisorID) from the Employee record because that does not tie directly back to Jane Doe as the top-level management person.  Only the direct line of manager.

 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2527 replies
  • September 23, 2024

Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2527 replies
  • September 25, 2024

@jgrammer73 file downloads should be fixed


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2527 replies
  • November 13, 2024

Hi @NetAdmin42 were you able to find a solution? Thank you!


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