Automatic Filter by Calling User
Hello,
I have a client who needs to limit and automate the filtering of data based on the calling user. In this example, each advisor will be looking at their student success information. This needs to show only those students that are assigned to each advisor. This is already setup in the data base, I just need a way to set the Advisor filter to automatically take and filter by the user id of the person who has clicked and opened the advisor discovery. The need is to avoid having to engage a report builder to create new reports or publications for each advisor, and prevent advisors from simply selecting a different advisor from the filter and accessing student information of another advisor.
3 replies
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As a note, I am attempting to use the Model tool to set the filter, but I cannot find a way to have the filter become a parameter instead of something manually written in.
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Hi
When you say that you have set up the security in the database, can you elaborate? Pyramid Models provide a way to automatically set dynamic row level security through a "security table", in this case set by Advisor ID. This will automatically filter all the data to that permitted for that advisor. there is no need for a filter in the report / dashboard, all access by a specific advisor will only show that advisor's students, provided the security is set up properly. Definitely the filter in the data flow is NOT the way to go.
Take a look at Dynamic Member Security in the Help for details and a video showing an example set up.
Come back here if you have further questions.
Hope that helps.
Ian