Set list / form view by role

[Shane11]

Hi everyone,

What I am trying to accomplish :
When a user logs in with a specific role which doesn't have the ability to change views I want to set which view they see based on their role.
Specifically we want to give our SaaS team the ability to view incidents using a specific view created for them so they see only the information they require and we can modify it to suit their needs.
I created the view and assigned it the SaaS role, which I'm thinking is who can see the view and not which role uses that view.

What happens :
When I log in using my test account which has the SaaS role it uses the ess view.
I can give them the ability to change views and use the roles to lock them out of the ones I don't want them to get to, I would still want the SaaS view to be their default, but I would prefer that they can't switch views and are forced to use the SaaS view.
(though I will follow best practices if it speaks against doing it that way)

I haven't been able to find the answer in the wiki or forums and haven't found enough documentation to figure it out myself.
I hope someone out there can help me out.
Thank you in advance.

-Shane

[zachkenyon]

If you look at the OOB business rule "incident functions" there is code in there for the Incident table that does this.

Essentially, you'd need to make a global Business Rule and add similar functions to it for the tables you want to control the view for. the functions need to be named: table_nameGetViewName() and table_name_listGetViewName(). Set the "answer" variable in the function to the name of the view you want the user to have.

This example will control the views for the table u_saas, setting users with the role "saas" to the view called "saas", setting users with no role to the "ess" role, and leaving other roled users to the default role:

function u_saasGetViewName() {
if (gs.hasRole('admin')) {
return;
}
if (gs.hasRole('saas')) {
answer = "saas";
return;
}
if (!gs.getUser().hasRoles()) {
answer = "ess";
return;
}
answer = "";
}

function u_saas_listGetViewName() {
if (gs.hasRole('admin')) {
return;
}
if (gs.hasRole('saas')) {
answer = "saas";
return;
}
if (!gs.getUser().hasRoles()) {
answer = "ess";
return;
}
answer = "";
}

[Shane11]

Thank you so much!
I've been bashing my head against a wall, that worked perfectly and will be very useful in the future!