This article provides help for customers who 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 want to avoid creating additional 'Team Views.'
In this case, you must 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's records using your customized SQL.
An example script is attached: 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 remember that the sample script provided updates a different web service from the one you wish to work on.
Option 2: Replace Applaud Web Service with your web service
This option requires another step and can be used to create additional team views. Firstly, you create a new web service instead of 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:
pModule=ASSIGNMENTLIST
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 pModule=ASSIGNMENTLIST&pServiceName=Xx_MCK_PDM_QueryAssignmentDRs
This will point to the Direct Report view on your new web service, and you will see your new modified list.
Please note that this approach can create multiple team views, all showing different groups of people based on the SQL you write.