CWM: Is it possible to create a report using the sn_cwm_task table?
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4 weeks ago
One user, that works with multiples CWM boards wants do create a Report using the sn_cwm_task table as source for the report to view all tasks from all boards in one place and make some data visualizations to manage the tasks.
User role: sn_cwm.cwm_user
First, the sn_cwm_task table does not appeared for the user in the table source list at the report creation. But, we solved this creating a new ACL for the sn_cwm_task table for the operation "report_on" allowing the role sn_cwm.cwm_user.
But now, when the user tries to creat a report, the result show the total number os CWM task but it hides all the records, including the ones that the user create or have acess for the board.
Using the admin role, i can see all the records in the report.
Is it possible to let a user create and view a report using the sn_cwm_task table, or is this restriction intentional and this will be not possible to do?
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3 weeks ago
Greetings @RodyDio. Have you reviewed the out-of-the-box ACLs for this table? I understand you have created a new ACL for reporting, however, the "read" ACL is using an Advanced Condition that calls a Script Include which determines which records a user is able to access.
answer = (new sn_cwm.CWMACLUtil()).canReadTask(current);
You may need to create another ACL so as not to modify/customize the out-of-the-box ACL. You would then need to determine the appropriate Role to apply this ACL to. I hope this information is helpful.
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3 weeks ago
Hi @RodyDio
You also need report_view acl for the users.
Curious to know what kind of reports are you creating on sn_cwm_task table as it would help us in our product roadmap.
Thanks and regards,
Sunil B N
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3 weeks ago
hello @RodyDio
Create a Custom Reporting Table (Recommended)
Create a custom table
Populate it via:
Scheduled job
Flow Designer
Scripted transform
Store only allowed task data
Report on this custom table
Performance Analytics
If metrics are sufficient:
Use Performance Analytics
Avoids row-level exposure
Designed for cross-board visibility
If this response proves useful, please mark it as Accept as Solution and Helpful. Doing so benefits both the community and me. 👍🙂
