Dynamic Report based on Permissions

Dynamic Report based on Permissions

Comments

  • I have a report dashboard and i would like the data in the report to change based on the users role. If the user is an Admin for that application they should see all items, if not they should only see items they submitted. Is this possible?

  • Hi Christopher,
    That can be done by creating a Report Data Source Flow.
    [img]att2[/img]
    Use a String is in List rule to check the current users groups found by clicking Select From Flow > Flow Data > Current User Groups. Add a Fetch Entities step without any criteria for your rules True path and a Fetch Entities step with Created By equals Select From Flow > Flow Data > Current User Email for the False path. Map the fetch steps to the flow end step as an output then save & exit the flow.

    Once youve created the data source flow, you can create a report around it and attach the report to a dashboard. Ive created an example for you demonstrating this.
    [i]edited by james.hartzell@decisions.com on 1/14/2020[/i]

  • Perfect...Thank you.

  • Youre welcome!

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