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Datalist Builder how to filter data only for particular user to view.

Confluence User - 06 Dec, 2019

I have multiple users using the same form and the same process. But when I create a data list on the userview, i would like to filter the data to each user only able to see their own process history. For example, I have human A, B and C. The system is a Purchase Requisition(PR) process. Each of them uses the same process design flow to raise the Purchase Requisition. When I want to create a datalist I want to make sure human A is only able to see human A PR, whereas Human B and C can only see their own PR history.


Need guidance on how to achieve this. 

datalists;userviews

4

Confluence User •
06 Dec, 2019 •
confluenceUser •
1 •
confluenceUser •

Hi, to do this:

  1. At form builder: You need to ADD hidden field into the form. FILL IN the ID and FILL IN the Default Value with value "#currentUser.username#"as example: 
  2. Click OK & SAVE
  3. At datalist builder: At SOURCE tab, ADD "customProperties.your_id_of_the_hidden_field LIKE '#currentUser.username#'" as example: 
  4. Click OK & SAVE
Confluence User •
06 Dec, 2019 •
confluenceUser •
•
confluenceUser •

Hi Siri, Thanks for the prompt reply. It works! 

Confluence User •
06 Dec, 2019 •
confluenceUser •
•
confluenceUser •

Hi Soon... glad to help you! (smile)

Confluence User •
23 Jul, 2020 •
confluenceUser •
•
confluenceUser •

Thank you Siri. It helped me understand how fields can be auto-populated and how to check against global variables.

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