Dashboard

[Reena Kumari2]

Hi All,

I have one requirement about dashboard. There is  a report of RITMs to a specific catalog item on a dashboard and we have a field called "Business" on catalog form. There are several groups with those businesses, like business "X". So the logged in user from specific " business X "group should able to see the RITM records of Business X only the dashboard. How can I achieve it? 

Any help will be appreciated.

Thanks,

Reena

[Mark Manders]

You will need to have the business be a field on the RITM itself, so you can apply a filter to it. It will be some dotwalking through the relations, but that's your starter.

[Ankur Bawiskar]

@Reena Kumari2 

did you try checking the report filter condition?

If my response helped please mark it correct and close the thread so that it benefits future readers.

[MackI]

hi @Reena Kumari2 

When the connection between your "Business" field and user groups is more intricate, as in cases where multiple groups are assigned per business or a custom lookup table is used, User Criteria presents a more suitable solution. This approach allows you to establish criteria that govern which users can view specific reports. To implement this as @Mark Manders mentioned, the business must first be designated as a field on the RITM itself.

Follow the Steps below-----

Create User Criteria:
Navigate to User Administration > User Criteria.
Click "New".
Name: Assign a descriptive name (e.g., "Business X Users").
Define the Criteria:
Utilize relevant criteria such as Groups, Roles, Location, etc.
For this particular scenario, employ the Groups criteria and choose all groups associated with "Business X".
If your mapping is especially complex, consider using a "Script" that returns true if the user is in the correct business, based on your custom logic.

Open the report you want to restrict (e.g., "RITMs for Business X").
Click the "Sharing" icon (or "Publish" if it's not yet shared).
Select "Share".
In the "User Criteria" related list, add the "Business X Users" criteria you just created.
Click "Save".

If you like this opinion and your problem is resolved after reviewing and applying it. Please kindly mark this your best answer‌( Accepted Solution) 🌠‌ OR  mark it  Helpful ‌⛑‌ if you think that you get some insight from this content relevant to your problem and help me to contribute more to this community