Project Visibility

[J.M.]

Hi,

I'm going to make a new project in RunMyProcess for achieving a mangement of case files. In this case, the main idea is I will have two different roles, the customers and the operators, however, there will be many differents kinds of customers belonging to differents organizations and I will need to maintain separately the visualization of their documents. That is, each customer will upload many documents, and it will consult them later in different steps, but they should only be able to see/consult/etc their own files and info (This is very important).

I've thought in having a collection too in order to relate files, customers, proceedings, etc. and prepare some WI with widgets reports for querying theese data.

So, the question is:
Until now, When I have needed to avoid that a user can see some WI of another user of my project, I divided the original project in two separate parts and If they needed to share some data I created the data (collections, list, etc) in a third project which I included in the others ones.
But now for this project, I can have so many customers from differents origins, so... Let's guess I will have about 30 customers, Will I need to build 30 projects for achieving a tottally separated visualization ?
Is there another way to get this?

Thanks in advance and regards.

[ankitas]

Hi Javier,

Good Day.

As per my understanding (you have one orgnization and in that you have two roles (customers and operators) which are having different users.Now you want to achive separated visualization for all the users in a project for the document and its accessibility to the specific user).

Please find mentioned stapes to achive this:

- Create a WI where user can fill/provide all users details and can upload the document. 

- Save all the details(entered by user)with one unique id(eg.Name or email(recommended))and the details of the file which user uploaded(Eg.File_id,File_URL) in the collection.

- After all details are successfully inserted in the collection. 

- When user is logged in and while accessing reports fetch the details of file from collection which user had uploaded.

Fetching data from collection:

- you need to pass pattern to fetch the details of connected user.

- You can add invisible text widget on web interface which can hold value for the connected users email(as we are using email to save data in collection as a unique id) from user's metadata.

- pass the value of text widget in pattern while fetching the details.

Please refer the following code.

Eg.

var my_pattern = {};

my_pattern.email = "exa...@gmail.com";

col_clients.listCallback(my_pattern,{},list_ok,list_ko);

Hope this helps you. Please let us know if you face any issue.

Regards,

Ankita

[Ghanshyam Mule]

Hi Javier,

Could you please confirm that issue has been clarified. 
Please don't hesitate to contact us for any query. 

Regards, 
Ghanshyam 

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[J.M.]

Hi,

I think this is a good approach for getting a separated visualization.

Regards.

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