Wiki

Scale Your Enterprise

User Tools

Site Tools

Trace: • Versago Upgrade • downloads • Working with the Service Layer • contact • Introduction (Email and Password Configuration) • Filters • Links • Workflow Schedules Version 2.5 and after
versago3:dataview_filters

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision 		Previous revision
versago3:dataview_filters [2022/09/08 12:46]
dlee [User-Applied Filters] 		versago3:dataview_filters [2023/10/30 09:17] (current)
dlee [User-Applied Filters]
Line 30: Line 30:
   - **Line Break** introduces a line break between filters when multiple filters are used. Otherwise, the system will auto-order the filters based on available space.   - **Line Break** introduces a line break between filters when multiple filters are used. Otherwise, the system will auto-order the filters based on available space.
  
-===== User Profile Filters =====+<WRAP center round important 80% > 
 +If **default** values are required for the **between** operator, separate the two values with a **;** (semi-colon). 
 +</WRAP>
  
-Profiles are filters that are predefined by the Versago administrator. They are applied automatically when the report is executed. The filtering value(s) are associated with each user. The profiles must be defined before they can be associated with a report.+===== User Account Filters =====
  
-  - Select //User Profile Filter// as the **Filter Type**. +User Account filters are predefined by the Versago administrator. They are applied automatically when the data view is executed. The filtering value(s) are associated with each user. The account filters must be defined before they can be associated with a report. 
-  - Select the **Profile Name** from the “Filter Name” drop-down list.+ 
 +{{  :versago3:dv_filters02.png?direct  |}} 
 + 
 +  - Select //User Account Filter// as the **Filter Type**. 
 +  - Select the **Account Filter** from the “Field/Filter Name” drop-down list.
   - No other information is required.   - No other information is required.
 +
 +**How to set up an Account Filter**
 +{{ :versago3:acct_filter.mp4 |How to set up an Account Filter}}
  
 ===== Application of Filters ===== ===== Application of Filters =====
Line 44: Line 53:
   - User account filters are automatically applied. Filtering is done based on the data filters associated with the current user.    - User account filters are automatically applied. Filtering is done based on the data filters associated with the current user. 
   - When both user-applied and user account filters are defined, the user account filter is applied first   - When both user-applied and user account filters are defined, the user account filter is applied first
 +
 +----
 +**[[versago3:dataview#Add/Edit Data View]]**
 +
 +**[[versago3:Home|Home]]**
versago3/dataview_filters.1662655584.txt.gz · Last modified: 2022/09/08 12:46 by dlee

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Noncommercial 4.0 International
CC Attribution-Noncommercial 4.0 International Valid HTML5 Valid CSS Driven by DokuWiki