Hi everyone,
our client uses the cascading feature in their goal plans. Currently, when a manager cascades a goal to their employee, the goal shows up twice in the employee's goal plan - once for the employee and the other one is the original goal of the manager.
However, when managers cascade a goal to their employee, they want the employee to see only the name of the manager's goal, but not all the other fields (status, purpose etc.). We tried to control this with the template permissions using the "ED" role but unfortunately, it did not work.
Do you know if it is possible to control this at all? If yes, how?
Thank you in advance!
Best,
Annabelle
Bluesky
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