Question
Stella
US
Last activity: 18 Oct 2019 14:43 EDT
RestrictingReport Categories
IS there a way to limit the report categories that get displayed on the report browser by access group so that when you switch access groups/applications at runtime your list of categories will change?
Creating a shared report category by access group will not accomplish this since the data page holding the categories is a requestor level page.
***Edited by Moderator Marissa to update platform capability tags****
Pegasystems Inc.
IN
Did you try using a WHEN rule in 'Display in report browser when (blank will always be shown)" in the category rule ? Will this helps your requirement ?
Stella
US
Yes I tried this but it looks like since it is used by the requestor data page it is only used once and so the data page doesn't change when you switch access groups.
Stella
US
I don't understand what Pega's intentions were to use a requestor data page for this that does not refresh unless you create a new requestor. Trying to understand why so I can better design my categories
Pegasystems Inc.
US
The only method I know of to associate report categories with access groups is this:
The intent of this is different from what you are trying to do. It is meant to provide managers with an open ruleset so they can add/modify report/shortcuts/categories. You may be able to accomplish what you need by providing different production rulesets for different access groups.
BPM Company
NL
The only one solution that came to my mind is to override default Report Browser section and build the list of available categories based on your data page
BPM Company
NL
I think you didn't get my point)
You said that you want to use a list of categories from data page, right? You can do it by overriding default section for report browser (pxReportBrowser7 in v7.3.1) and replace the source of category list. Currently, it's sourced by .pzRBAllCategories list:
You need to use as a source your data page (not in this section of course, it's final).