Originally from ticket #85838.
This article provides help for customers that wish to modify the display of the Direct Reports view or create additional team views for users.
There are two options:
Option 1) Customize existing Web Service
This is the easiest option and can be used when you only have one Direct Report view and do not want to create additional 'Team Views'.
In this case, you need to find the Web Service called 'QueryAssignmentDRs' from the xxas_service_repository table. You need to take the SQL from that table and copy it locally, then adjust the SQL to match your requirements. Then you must customize the web service to bring back (or exclude) the person records using your customized SQL.
An example script is attached which was used for another customer: mck_xxas_com_srv_q_per_upd.sql. This SQL script can be used as a template to deliver your customization safely. Please take care during this operation and note the sample script provided is updating a different web service to the one you wish to work on.
Option 2) Replace Applaud Web Service with your own web service
This option requires another step and can be used to create additional team views. Firstly, you create a new web service as opposed to modifying an existing Applaud one. You would still use QueryAssignmentDRs as a template and copy the SQL from that web service. Use the sample script 'mck_xxas_com_srv_q_pdm_drs_upd.sql' as a template for how to create a new web service. This is step 1.
Step 2 is to modify the View function associated with your direct reports panel. On the function parameters, you should see something like this:
and you need to specify your new web service as an additional parameter, thus:
pModule=ASSIGNMENTLIST&pServiceName=<name of new web service>
In the example given, the parameters would be
This will point the Direct Report view at your new web service and you will see your new modified list.
Please note that this approach can be used to create multiple team views, all showing different groups of people based on the SQL you write.