Dashboard sharing reference qualifiers

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Use reference qualifiers to limit the users, groups, and roles in the recipients field of shared dashboards.

    시작하기 전에

    Role required: admin

    프로시저

    1. Navigate to System Definition > Tables.
    2. Open the par_dashboard_permission table.
    3. Press Ctrl+Click on the Preview Users button info buttonnext to Users on the Columns tab to open the Users dictionary entry.
      Point to the Users Column label to see this button.Preview Users and Preview Groups buttons on the Columns list of Par Notification Email Recipients
    4. 옵션: If you're in the wrong application, select the link to edit the record.
      Mismatched application message with link to edit the record
    5. On the Reference Specification tab of the dictionary entry, use the condition builder to add filter conditions to the User list.
      For example, configure the reference qualifier condition [Name] [starts with] [b]. Only users whose names start with the letter B will show up in the list of users in the recipients list when sharing a dashboard.
    6. Select Update.

    다음에 수행할 작업

    Perform the same actions on the Group and Role columns to limit sharing with those categories of recipient.