Filter Case Entities by Current User Permissions

Filter Case Entities by Current User Permissions

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  • I have a series of case entities, with a specific BOOL field of Is Private. I would like to have a report on a dashboard that will show all the items, including the private items, to users in an Elevated group, and only non-private items to users in the standard group.

    I found this post:
    [url=https://support.decisions.com/forum/topic2631-dynamic-report-based-on-permissions.aspx]https://support.decisions.com/forum/topic2631-dynamic-report-based-on-permissions.aspx[/url]

    Which works great for outputting report data, however - when I choose the output type of Folder - I dont get any of the associated Extension Entity Fields (in my case, Title, due date, etc...). When I select the output to be the ExtensionEntity type and my custom case entity, then I can see that data, but I loose the Right-Click actions for the case.

    Any advice would be appreciated.

  • [font=Roboto]In this case, it might be better to have two separate folders with different permissions but similar pages and reports. These reports would have the cases type as its data source instead of a report data source flow and any relevant filters. Using the cases type as the data source instead of a flow will give you all of the case data, folder data, and its action context.[/font]

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