Dynamic access filter using embbeded yellowfin (iframe)
Completed
We have the following scenario:
- On our system we have an abstraction of a customer. We use customers as tenants, so each customer has it's own data and users.
- A user belongs to a customer, however may access (when allowed to) another customers.
- On your tables and the ones are available for yellowfin we have a customer_id field, we use to filter data of that customer.
- We can configure an access filter that will map a user to a customer.
- When the user uses yellowfin embbeded on our application, we apply an access filter to a report and yellowfin filters the correct data.
The problem is: when a user accesses another customer, as the yellowfin's access filter is not dynamic, we cannot for that specific session, the new customer_id value.
We're using the login-tokens rest api to generate the token and send to the yellowfin iframe.
As an example:
- Customer A is a consulting agency. Customer A has it's own customers. Let's name them Customer Y and Customer Z
- On our systems we have 3 customer_ids: "CustomerA", CustomerY" and "CustomerZ". Each one have it's own data.
- User Joe belongs to Customer A, however is allowed to access data from both Customer Y and Customer Z. On our systems, we already solve this problem, so if Joe click a buttom "Access Customer Y", all operations he does affects and reads data from Customer Y
- However, when Joe accesses the yellowfin embbeded frame on our application, as it's relation on the access filter is of Customer A, he cannot see data of Customer Y.
Important: we cannot use client organizations for this as:
a) on client organizations users are already segregated
b) we're already using client organization to map another abstraction on our systems (business partners/resellers).
How can we solve this?
Hi Support,
Thanks for reaching out. The typical solution for this type of requirement would be the implementation of client organizations, but I can make a developer request to investigate some type of accommodation functionality, like - "dynamic access filters" - if you can provide replication instructions we would need details or a lab environment with the embed and filter setup - can you explain this process?
Since this custom "access filter" isn't a supported feature of Yellowfin itself I would recommend scheduling a time with an implementation specialist to discuss this embedded project in-depth, do you have you CSM's contact information?
Thanks,
Eric
Hi Support,
Thanks for reaching out. The typical solution for this type of requirement would be the implementation of client organizations, but I can make a developer request to investigate some type of accommodation functionality, like - "dynamic access filters" - if you can provide replication instructions we would need details or a lab environment with the embed and filter setup - can you explain this process?
Since this custom "access filter" isn't a supported feature of Yellowfin itself I would recommend scheduling a time with an implementation specialist to discuss this embedded project in-depth, do you have you CSM's contact information?
Thanks,
Eric
Hi Support,
Just wanted to check in to see if you had a chance to review my reply at this time.
Thanks,
Eric
Hi Support,
Just wanted to check in to see if you had a chance to review my reply at this time.
Thanks,
Eric
Hi Support,
I'm going to go ahead and mark this ticket as Completed due to inactivity at this time. Feel welcome to reach out in the future.
Thanks,
Eric
Hi Support,
I'm going to go ahead and mark this ticket as Completed due to inactivity at this time. Feel welcome to reach out in the future.
Thanks,
Eric
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