Smart reporting login user as a filter
Completed
Hello Experts,
we have a requirements to display the incidents where the assignee is current smart reporting login user.
another report where login user is member of assigned group.
I don't see any option in smart report where i can use the filter where report column value matches with the current login user or report column assigned group where login user is member of the group?
TIA
Mohammad
Hi Mohammad,
it's Expert Dave here! Unfortunately at the moment your required functionality is not implemented. I have searched through our existing Enhancement Requests and found that one has already been raised (122405) for said functionality, so I have linked your current Community Idea to that existing Enhancement Request.
regards,
David
Hi Mohammad,
it's Expert Dave here! Unfortunately at the moment your required functionality is not implemented. I have searched through our existing Enhancement Requests and found that one has already been raised (122405) for said functionality, so I have linked your current Community Idea to that existing Enhancement Request.
regards,
David
Hi Mohammad,
it's Expert Dave here! Unfortunately at the moment your required functionality is not implemented. I have searched through our existing Enhancement Requests and found that one has already been raised (122405) for said functionality, so I have linked your current Community Idea to that existing Enhancement Request.
regards,
David
Hi Mohammad,
it's Expert Dave here! Unfortunately at the moment your required functionality is not implemented. I have searched through our existing Enhancement Requests and found that one has already been raised (122405) for said functionality, so I have linked your current Community Idea to that existing Enhancement Request.
regards,
David
Hi Rick,
I'm still concerned that we might be talking about different things because Yellowfin's Access Filter feature is automatic - you don't have to get users to manually select their UserID to filter their report, it's all automatic, it's taken from the login.
I've attached a short video to show you an example of how it works.
Please let me know if it shows what you are talking about or not.
regards,
David
Hi Rick,
I'm still concerned that we might be talking about different things because Yellowfin's Access Filter feature is automatic - you don't have to get users to manually select their UserID to filter their report, it's all automatic, it's taken from the login.
I've attached a short video to show you an example of how it works.
Please let me know if it shows what you are talking about or not.
regards,
David
Hi David,
We are using source filters to automatically filter cases but I have the same need as Rick. For example, we have case owners and case team members where a user can be either a team member or owner. If we want the owner to see a report of only the cases where he/she is the case owner, we have to direct them to use a filter and they select their name. Does YF have a way to set a filter similar to SharePoint where we could set the filter of a field to something like 'Is Me' so that it uses the login ID of the user to filter records. I hope that's more clear.
Regards,
John
Hi David,
We are using source filters to automatically filter cases but I have the same need as Rick. For example, we have case owners and case team members where a user can be either a team member or owner. If we want the owner to see a report of only the cases where he/she is the case owner, we have to direct them to use a filter and they select their name. Does YF have a way to set a filter similar to SharePoint where we could set the filter of a field to something like 'Is Me' so that it uses the login ID of the user to filter records. I hope that's more clear.
Regards,
John
And hi to John,
regarding your question, when you say you need to perform the same task as Rick, if you just mean that the report data will be filtered automatically going by the userID then as I told Rick, Yellowfin already has this feature, and please watch the same video I uploaded for Rick and let me know if that is what you are looking for.
regards,
David
And hi to John,
regarding your question, when you say you need to perform the same task as Rick, if you just mean that the report data will be filtered automatically going by the userID then as I told Rick, Yellowfin already has this feature, and please watch the same video I uploaded for Rick and let me know if that is what you are looking for.
regards,
David
And Mohammad, if you are still out there and reading Yellowfin Community posts, I realise that to be thorough and cover all bases I should tell you of a workaround you can use in place of being able to assign Access Filter rules to whole User Groups, you can also use the Client Reference IDs of Client Orgs to automatically filter report data. So instead of assigning a group of people to a particular User Group for the purpose of filtering their data, you could assign them to a particular Client Org and they would all see the same restricted data.
I know that this is not exactly the same thing as being able to create an Access Filter rule for a User Group, but as I said, it is a workaround - an alternative process of achieving a similar goal.
regards,
David
And Mohammad, if you are still out there and reading Yellowfin Community posts, I realise that to be thorough and cover all bases I should tell you of a workaround you can use in place of being able to assign Access Filter rules to whole User Groups, you can also use the Client Reference IDs of Client Orgs to automatically filter report data. So instead of assigning a group of people to a particular User Group for the purpose of filtering their data, you could assign them to a particular Client Org and they would all see the same restricted data.
I know that this is not exactly the same thing as being able to create an Access Filter rule for a User Group, but as I said, it is a workaround - an alternative process of achieving a similar goal.
regards,
David
Hi, this is marked as Complete but I don't see the solution. How do I filter a report or dashboard for the ID of the user that is viewing that report or dashboard? I can't find a way to get the current user's information to tie it into a filter, or to even create an object in the view that can grab this information for use.
Hi, this is marked as Complete but I don't see the solution. How do I filter a report or dashboard for the ID of the user that is viewing that report or dashboard? I can't find a way to get the current user's information to tie it into a filter, or to even create an object in the view that can grab this information for use.
Hey Jess,
I hope you are well and had a lovely weekend!
From the sounds of it, it seems as though you are looking to use an Access Filter - please read through our yellowfin Wiki page linked here on restricting data with Access Filters -
This will act as an automatic filter based of the reference ID's provided...for example, a user will only see the data in the report that the access filter allows, and they will not be able to view other data. To be more specific, if a user is from Europe, and you only want them to see data based on stores from Europe, then you will set up an access filter based on regions, the user will not be able to see data from any other region.
But please read the wiki page linked above as it will provide more detail on this :)
Let me know if this is what you are looking for !
Best Wishes,
Lesley
Hey Jess,
I hope you are well and had a lovely weekend!
From the sounds of it, it seems as though you are looking to use an Access Filter - please read through our yellowfin Wiki page linked here on restricting data with Access Filters -
This will act as an automatic filter based of the reference ID's provided...for example, a user will only see the data in the report that the access filter allows, and they will not be able to view other data. To be more specific, if a user is from Europe, and you only want them to see data based on stores from Europe, then you will set up an access filter based on regions, the user will not be able to see data from any other region.
But please read the wiki page linked above as it will provide more detail on this :)
Let me know if this is what you are looking for !
Best Wishes,
Lesley
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