Report based on user

[bestfri...@gmail.com]

Hi Team,

Could you please confirm is it possible to show the report based on the user filter to that specific user logged ,by hidding other users data?

For example:

Overall report

Name City
Sai PA
John IL
David TX

When Sai log into RMP, he should see only one record in that report
Name City
Sai PA

Similarly if John logs in ,he must see his record and same for David

[Gareth Thiveux]

Hi Nagasai,

Yes, this is possible, you'll need to go through users metadata to be able to do that.

Here's an example below :

1) Create a metadata :

To do so, click on Configuration in left-and side menu (1), then go on the User Metadata tab (2), click on Add item (3) and give a name (4) and a type to your new metadata. Let's call it State here (based on your example), with a Text type. You can set it to Required if you want to (it means that you'll have to fill in this information for each user you'll want to create on the account). So if some users won't have or won't need this information, don't tick "Required".

Of course, don't forget to save at the end.

2) Configure a metadata for a user :

Click on Users in left-and side menu (1), then click in the list on the user you want to configure (2), click on the User Metadata section (3), then on the pencil to edit (4) and type in the value you want in the State field (5). We can put PA for example.

Again, don't forget to save after editing.

3) Configure the report based on the metadata :

Just configure you web interface report as any report, and if you want to filter on a metadata of the connected user, just add a filter on the measure of the interface you want to filtrer (here on State) and check if it's equal to [[user.extended.State]] (which is the way to write "I want the 'State' metadata of the connected user").

Regards,

Gareth THIVEUX

Pre-Sales Consultant / Consultant Avant-Vente

 Fujitsu RunMyProcess

22 rue Chauchat, 75009 Paris - France (GMT+1)

website : Fujitsu RunMyProcess

     

Fujitsu RunMyProcess user? Please add a review on GoogleApps Marketplace

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2013/8/13 <bestfri...@gmail.com>

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[bestfri...@gmail.com]

On Wednesday, August 14, 2013 5:23:15 AM UTC-4, Gareth Thiveux wrote:
> Hi Nagasai,
>
>
> Yes, this is possible, you'll need to go through users metadata to be able to do that.
> Here's an example below :
>
>
> 1) Create a metadata :
>
>
> To do so, click on Configuration in left-and side menu (1), then go on the User Metadata tab (2), click on Add item (3) and give a name (4) and a type to your new metadata. Let's call it State here (based on your example), with a Text type. You can set it to Required if you want to (it means that you'll have to fill in this information for each user you'll want to create on the account). So if some users won't have or won't need this information, don't tick "Required".
>
>
> Of course, don't forget to save at the end.
>
>
>
>

> 2) Configure a metadata for a user :
>
>
>
> Click on Users in left-and side menu (1), then click in the list on the user you want to configure (2), click on the User Metadata section (3), then on the pencil to edit (4) and type in the value you want in the State field (5). We can put PA for example.
>
>
> Again, don't forget to save after editing.
>
>
>
>

> 3) Configure the report based on the metadata :
>
>
>
> Just configure you web interface report as any report, and if you want to filter on a metadata of the connected user, just add a filter on the measure of the interface you want to filtrer (here on State) and check if it's equal to [[user.extended.State]] (which is the way to write "I want the 'State' metadata of the connected user").
>
>
>
>
>
>
>
>

> Regards,
>
>
>
>
>
>
> Gareth THIVEUX
>
>
>
> Pre-Sales Consultant / Consultant Avant-Vente
>
>

>  Fujitsu RunMyProcess
>
>
> 22 rue Chauchat, 75009 Paris - France (GMT+1)
>
>
> website : Fujitsu RunMyProcess
>
>
>
>
>
>
>      
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>

Hi Gareth,

Is it possible to display report in report widget to display logged in user records ?


In Report widget, if there is a column as reported by and iu want to display records if the reported by is the logged in user.


Thanks and Regards
Nagasai

[Gareth Thiveux]

Hi,

Yes it's possible, in your report configuration, just add a filter on "Reported by" = [[user]]

Regards,

Gareth THIVEUX

Pre-Sales Consultant / Consultant Avant-Vente

 Fujitsu RunMyProcess

22 rue Chauchat, 75009 Paris - France (GMT+1)

website : Fujitsu RunMyProcess

     

Fujitsu RunMyProcess user? Please add a review on GoogleApps Marketplace

Afin de contribuer au respect de l'environnement, merci de n'imprimer ce message qu'en cas de nécessité.
Be environmentally friendly: do not print this email unless it is entirely necessary.

2013/8/14 <bestfri...@gmail.com>

To view this discussion on the web visit https://groups.google.com/a/runmyprocess.com/d/msgid/supportforum/0cdd5173-c465-4529-b0d9-b6b7ad2f024f%40runmyprocess.com.

[bestfri...@gmail.com]

COuld you please tell how to add to the filter??

Label - Metric Owner

value variable -metric_owner

Identifier- id_metric_owner

In Report , I want the logged in user name/email id under the Metric Owner column

[bestfri...@gmail.com]

I am displaying collection data in report widget, and i want to display logged in user related records based on the logged in user column

[Gareth Thiveux]

Hi,

If metric_owner is the column containing the email you want to filter on in your collection report, then you should put the following into the Query field of your report :

{"metric_owner":${P_connected_user.login}}

Regards,

Gareth THIVEUX

Pre-Sales Consultant / Consultant Avant-Vente

 Fujitsu RunMyProcess

22 rue Chauchat, 75009 Paris - France (GMT+1)

website : Fujitsu RunMyProcess

     

Fujitsu RunMyProcess user? Please add a review on GoogleApps Marketplace

Afin de contribuer au respect de l'environnement, merci de n'imprimer ce message qu'en cas de nécessité.
Be environmentally friendly: do not print this email unless it is entirely necessary.

2013/8/14 <bestfri...@gmail.com>

On Wednesday, August 14, 2013 11:33:39 AM UTC-4, bestfri...@gmail.com wrote:

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[bestfri...@gmail.com]

On Tuesday, August 13, 2013 4:58:20 PM UTC-4, bestfri...@gmail.com wrote:

Hi Gareth,

Getting error as unexpected token a..

Please find the attachment

[Gareth Thiveux]

Sorry Nagasai,I've forgotten some quotation marks in the code I've shared with you : {"metric_owner":"${P_connected_user.login}"}

That should work better ;)

Regards,

Gareth THIVEUX

Pre-Sales Consultant / Consultant Avant-Vente

 Fujitsu RunMyProcess

22 rue Chauchat, 75009 Paris - France (GMT+1)

website : Fujitsu RunMyProcess

     

Fujitsu RunMyProcess user? Please add a review on GoogleApps Marketplace

Afin de contribuer au respect de l'environnement, merci de n'imprimer ce message qu'en cas de nécessité.
Be environmentally friendly: do not print this email unless it is entirely necessary.

2013/8/14 <bestfri...@gmail.com>

On Tuesday, August 13, 2013 4:58:20 PM UTC-4, bestfri...@gmail.com wrote:

--
Fujitsu - RunMyProcess
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[bestfri...@gmail.com]

On Wednesday, August 14, 2013 1:11:27 PM UTC-4, Gareth Thiveux wrote:
> Sorry Nagasai,I've forgotten some quotation marks in the code I've shared with you : {"metric_owner":"${P_connected_user.login}"}
>
>
>
>
> That should work better ;)
>
>
>
>
>
>
> Regards,
>
>
>
>
>
>
> Gareth THIVEUX
>
>
>
> Pre-Sales Consultant / Consultant Avant-Vente
>
>

>  Fujitsu RunMyProcess
>
>
> 22 rue Chauchat, 75009 Paris - France (GMT+1)
>
>
> website : Fujitsu RunMyProcess
>
>
>
>
>
>
>      
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>

Thanks alot Gareth , it works great.

If during process flow, manager have to see all users , how to configure it?

As it is taking the launch screen settings for the manager screen and any change to it is effecting the original page-launch screen.



Scenario:

User - only logged in user details

Manager screen - all users details should be displayed

[Gareth Thiveux]

Hi,

In the post-loaded script of your collection report, you should add the following code :

if(${has_right("id_of_role_containing_managers")}){

        var collection_filter = {};
        id_report.setQuery(JSON.stringify(collection_filter));
}

Regards,

Gareth THIVEUX

Pre-Sales Consultant / Consultant Avant-Vente

 Fujitsu RunMyProcess

22 rue Chauchat, 75009 Paris - France (GMT+1)

website : Fujitsu RunMyProcess

     

2013/8/14 <bestfri...@gmail.com>

To view this discussion on the web visit https://groups.google.com/a/runmyprocess.com/d/msgid/supportforum/3cf1527b-4be3-49cd-857d-e4bbcccdcee8%40runmyprocess.com.