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--- versago3:user_setup [2022/08/02 13:17]
dlee [Add/Edit User Account Filters]
+++ versago3:user_setup [2023/11/30 11:27] (current)
dlee [Roles]
@@ Line 37: / Line 37: @@
 </WRAP>
+<WRAP center round important 80% >
+Users should set their timezone under the User Profile page in order to properly display Calendar data views.
+</WRAP>
 ======Roles======
@@ Line 48: / Line 51: @@
   - Click the [**Add Role**] button to create a new user.
   - Click a row in the listing to edit the role.
+<WRAP center round info 80%>
+Click to the right of the Select All box to sort by selected users
+{{ :versago3:sortbyselection.mp4 |}}
+</WRAP>
@@ Line 73: / Line 83: @@
 {{ :versago3:user_filter02.png?direct |}}
+  - **Name** is the unique name for this profile.
+  - **Connection** is the database where the table that holds the filtering values is located.
+  - **Datasource** is the data table from the previously selected connection where the filtering values are located.
+  - **Field** is the specific column from the data source that stores the filtering values
-All profile values are required and can be changed at any time.
+======Implementing User Account Filters======
-  - **Profile Name** is the unique name for this profile.
+{{ :versago3:acct_filter.mp4 |How to set up an Account Filter}}
-    - This is the value that is displayed in functions where a profile is selected.
-  - **Profile Description** is an additional informational description of the profile. It is only displayed in the list of profiles in the profile setup function.
+To illustrate how a user account filter works we will use the salesperson example. We will be using the SAP Business One data structures.
-    - This value can be the same as “Profile Name” if desired.
-  - **Database** is the database where the table that holds the filtering values is located.
+In SAP Business One, a salesperson is assigned an internal numeric code. The database field name is “SlpCode.” When a sales document (order, invoice, etc.) is created, the numeric code of the salesperson is included in the document record. SAP Business One’s design is such that the salesperson code field in the sales documents table is also named “SlpCode.”
-    - The values listed in the drop-down are provided from the database connections as described elsewhere in the “Versago – Database Connections Configuration” document.
-  - **Table** is the data table in the previously selected database where the filtering values are located.
+==== Create a User Account Filter ====
-    - The values listed in the drop-down are provided from the database specified in the previous step. Only tables visible to the database user associated with the database connection are listed. In general, these are tables associated with the “dbo” schema.
+First, a Versago User Account Filter is created using a connection to SAP Business One and the salesperson table (OSLP) as the datasource.
+{{ :versago3:user_filter03.png?600  |}}
+==== Assign the User Account Filter to a User ====
+Once the UAF has been defined, we must tell Versago what values are valid for a given user. This is done in the user setup.
+{{  :versago3:user_filter04.png?direct  |}}
+In some cases, a user may need to see information for more than one value. This would be the case where a sales manager needs to see not only their information, but also the information for salespersons that report to them. In these cases you simply assign multiple filter values.
+==== Use the User Account Filter in a Data View ====
+Since the filtering process takes place when a data view is executed, we need to also define what UAFs to use in the data view. This is done in the report maintenance process.
+{{  ::versago3:user_filter05.png?direct|}}
+The data view should include in its result set a field with the same name as that of the UAF. In this case, SplCode
+Using our example, if the user described above runs the data view, they will only see records where the “SlpCode” value equals 1.
+**Note:** Both User Account and User Applied filters can be used in the data view at the same time.
-======Implementing User Account Filters======
 ----

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