Question
Centraal Beheer
NL
Last activity: 14 Jun 2023 4:55 EDT
Only show data of the logged in user in custom report
Hi all,
I want to create a custom report where the data is displayed of the logged in user.
For example. Person a checks this report on the dashboard and is seeing the open opportunites of Person A
Person b checks the same report and is seeing the open opportunities of Person B.
Does anyone know how to get this done?
Bits in Glass
IN
@Peterv2653 if it's for display purpose you can make use pxrequestor.pyuserIdentifier in the report filter.
If it is with the security perspective, you can create an ABAC rule with the same above logic(pxrequestor.pyUserIdentifier)
Centraal Beheer
NL
Bits in Glass
IN
<----Person b checks the same report and is seeing the open opportunities of Person B->
I assume records are oppurtunities and can you tell on what basis you want to decide this oppurtunity is for this person?
Centraal Beheer
NL
Sorry for my late response.
Records are opportunities. There are actually two scenario's;
1. Person B needs to see report of opportunities of which Person B is the Owner
2. Person B needs to see report of opportunities that has the same primary territory as Person B.
Offcourse they need to be 2 reports.
Mantech International
US
@PvgerrevinkIt depends what class you're pulling the information from. It is likely Data-Admin-Operator-ID so
.pyuserIdentifier = pxRequestor.pyUserIdentifier