In the previous article (Report Data Access based on User Profile in Smart Reporting (Part 1)), we are talking about how to create the source filter. In this article, we will talk about how to apply the source filter to field in the View and create report to use that source filter.
After creating the source filter, you can apply the source filter to specific field in the view. For example, if you want to restrict user to only be able to view list of Service Requests that are requested for their Department, you can do the following:
a. For the Admin Console of the Smart Reporting, go to “View” section and select “Service Request Management View” and click “Edit”.
b. Go to the second step from the top of the page.
c. Select the field from the view that you want to map to the source filter (in this example, double click on “Customer Department”)
d. Go the “Access” tab of the field option and select the “Department” in the “Access Filter” field and then click “Save”
e. You can select the filter to apply as default. For example if you select “Department” as default, the report created against this view will always have the “Department” filter selected as default.
Create Report and Apply the Source Filter
After mapping the field to the source filter, you can start to create the report using the “Service Request Management” view updated above. The report result list will be displayed based on the user profile if the Source Filter is selected in the report.
You can apply other filter types as needed by updating the SQL Query and map to the corresponding objects. For example, you can add filter to display incident based on the support group that the user is belong to, you can filter service request based on the site of the user and so on.
Hope this article can be useful for you. Have a nice day! J