Question
BA Continuum India Private Ltd
IN
Last activity: 1 Sep 2016 7:02 EDT
Report Browser
Team,
We have the below requirement:
1. We need to Categorize the reports based on purpose and restrict the user by seeing the report. Say there are 10 reports present in Category A. only 3 reports in that category should be available to a particular user that means only shortcuts of only those 3 reports has to be visisble. How we can restrict this?
2. We need to hide all the public categories displayed in the report browser. How can we achieve this?
3. And for few report shortcuts, we need to display the 'schedule' option alone by hiding other menu items. Can we customize the menu option and show only the 'schedule' icon? How we can tag for which report category schedule icon should get displayed?
4. I can see there are three check boxes available in the default report browser i.e lists, charts and summaries. We need to customize thes three options with our department names so that filter will happen based on them. If we customize the report browser based on our requirements, and check show in report browser option in report definition, will this will work?
Help needed.
Thanks
G.Manikandan
Team,
We have the below requirement:
1. We need to Categorize the reports based on purpose and restrict the user by seeing the report. Say there are 10 reports present in Category A. only 3 reports in that category should be available to a particular user that means only shortcuts of only those 3 reports has to be visisble. How we can restrict this?
2. We need to hide all the public categories displayed in the report browser. How can we achieve this?
3. And for few report shortcuts, we need to display the 'schedule' option alone by hiding other menu items. Can we customize the menu option and show only the 'schedule' icon? How we can tag for which report category schedule icon should get displayed?
4. I can see there are three check boxes available in the default report browser i.e lists, charts and summaries. We need to customize thes three options with our department names so that filter will happen based on them. If we customize the report browser based on our requirements, and check show in report browser option in report definition, will this will work?
Help needed.
Thanks
G.Manikandan
***Updated by Moderator: Vidyaranjan| Updated thread contents***
BlueRose Technologies
SE
Hi Manikandan,
2) As pzRBCategories7 is a final rule, I don't think we can hide public categories. For row visibility in the grid we have the below condition.
.pySelected = true && .pyOwnerType == 'P'
3) Create a new section implementing a navigation rule like pzRBReportActions and remove all other options except Schedule.
4) All the rules are Final. I would suggest you to create a new section implementing the same feature and customise pyImage property as per your requirement.
Please check the below PDN article and it may help you.
https://docs-previous.pega.com/how-add-report-browser-custom-composite-portal