Restrict Dashboard Data Based on Logged-in User's Plant

HiroshG
Tera Contributor

‎09-08-2026 12:25 AM

I have a requirement for a Dashboard where multiple Plant Heads will access the same dashboard.

The requirement is that each Plant Head should only see data related to their own plant/site. For example:

  • Plant Head A should see only Plant A data.
  • Plant Head B should see only Plant B data.

We would like to avoid creating separate dashboards for each plant and instead use a single dashboard that dynamically filters data based on the logged-in user

 

Could anyone suggest the best approach for achieving this.
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Dr Atul - LNG
Tera Patron

‎09-08-2026 01:14 AM

 

Restricting Data Inside Dashboard Widgets
If you want the dashboard shell to be visible or shared, but the underlying data constrained by the user's identity or role:

 

  • Dynamic Filters / Dynamic Queries: Configure individual reports inside the dashboard widgets using dynamic conditions (e.g., setting the assigned field to javascript:getMyAssignments() or dynamic me) so the data automatically filters based on the logged-in user viewing it. [1, 2]
  • Access Control Lists (ACLs): Rely on underlying table-level and field-level ACLs tied to user roles. If a user lacks read access to specific records or tables via standard ServiceNow security rules, the widgets will automatically omit or block that data from displaying. [1, 2]

 
If you can tell me whether you want to hide the entire dashboard or filter specific report data based on the role, I can give you more precise steps.
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