topic Automatic filters when you open an App in Management & Governance

Automatic filters when you open an App

fmonetti — Thu, 22 Oct 2020 15:14:45 GMT

Hi. I need to publish an application that contains user data. For the access level I need that:

If the user who enters is one on which the application contains data, bring the "User" field that is available in the app filtered by that user (just the filter applied, does not filter the model data)For example, if i'm the user Arregui,
When I enter the application, the "User" filter should be applied, but it should allow me to modify it and see all the data of the model

If the user who enters is NOT in the list of users in the "User" field available in the app, do not apply this filter

I hope you can help me. Thank you very much

@sguerra2

Re: Automatic filters when you open an App

kaushiknsolanki — Thu, 22 Oct 2020 15:47:59 GMT

Hi, You can do this using the Dynamic Bookmark Option.

Check this and try.

https://www.youtube.com/watch?v=tFyqOigqnUw

Let me know if you need further help.

Re: Automatic filters when you open an App

fmonetti — Thu, 22 Oct 2020 16:07:22 GMT

thanks @kaushiknsolanki ! I think we could use this option, but I don't know how to make the formula inside the field to obtain the filter of the user who is entering

Re: Automatic filters when you open an App

Levi_Turner — Thu, 22 Oct 2020 17:29:11 GMT

That video points to the approach, but to give a concrete example. My userid is ltu.

My sample model:

data: LOAD * INLINE [ user,value ltu,1 foo,2 ];

The system function which exposes the user's identity is =OSUser() which formats the response as UserDirectory=MyUserDirectory; UserId=MyUserId.

You can wrap this in the SubField function to focus on just the MyUserId value like so: =SubField(OSUser(), '=',3)

From there you can write an expression (using this example) of =user=SubField(OSUser(), '=',3)

Re: Automatic filters when you open an App

sguerra2 — Thu, 22 Oct 2020 20:29:15 GMT

Hi @Levi_Turner ! I am working together with @fmonetti . We tried your suggestion.. and it is working to choose the selection, however we are still having issues when we setup the bookmark to set is as default-

I setup a bookmark with two fields

Month: Using the expression: =[Base iCall-1.fecha.autoCalendar.YearMonth] = Monthstart(now())

User: using the expression: =user=SubField(OSUser(), '=',3)

The issue is that when i set the bookmark the selection it does is:

{<[Base iCall.Mes]={'Octubre'},[USER ID]={'sguerra'}>} and for instance if i share the app to other user, they can see my info, when the bookmark should be filtering by their own username.... not sure if we setting the bookmark incorrrectly :S

Could you please help us?

Thanks,

Sofía