Access to Active and Inactive Records

[Wade Clairmont]

Hi there,

I have created a gauge to permit non-itil users to add to their homepages, but am having an issue with allowing them to see historical records.

I need to them to see not only their current active incidents, problems and requests, but also allow them to see the inactive records as well.

Any ideas would be most appreciated.

[Kalaiarasan Pus]

ACL's and before query BR might be playing some role in this issue... i might check first if they are not showing inactive records ...

[myee]

I created two Gauges:  

My Open Records

This is a task list that shows all open task records (Active = True)

My Closed Records

This is a task list that shows all closed tasks records. (Active = False)

        We had an issue where some closed records did not have the Active flag flipped to false, so I added in a condition to look for specific Closed states.

[Wade Clairmont]

Yes, this is pretty much what we did, however, it will not show ALL records by user.

I have checked ACLs, and business rules, but there is nothing in there that I can find to cause this.

[myee]

The only time I've seen an incomplete list of records is when the filter for the list is just based on Active=False.   I've seen numerous times where BR and workflows do not flip the Active flag and when that is the case, the My Closed Records are only showing a subset.   In order to fix that, I built specific State conditions to include in the list.

If the Active flag isn't the issue, I would, run a report as an admin to make sure that all the user's records are viewable.   Then run the report as a user to see that all the records are viewable.   Once I confirm that, I would then start to build my conditions on that list.   Provided that it's not an ACL issue, it usually requires some tweaking of the conditions that you set.