Showing only logged in user's records in a filtered report
Requirement
Display only the relevant records for the logged in user, based on the customer email, to ensure the security and privacy of the data from other users in the application.
Use Case
An order management application has
the Order
form
that
holds the product details bought by a customer. In this application, a customer can search through his orders. It would become difficult for the administrators and the users if every user was able to view all the records. This is why
data needs to be filtered, so that only relevant records are displayed to the user who is logged-in.
Steps to follow
|
Form
|
Form Link Name
|
Field Type
|
Field Name
|
Field Link Name
|
|
Orders
|
Orders
|
Email
|
Customer Email
|
Customer_Email
|
|
Currency
|
Total Amount
|
Total_Amount
|
||
|
Subform
|
Order Details
|
Order_Details
|
4. Click
Add New Action
and add the below code to the Deluge editor:
- disable Customer_Email;
This will ensure that the logged-in user's email is added initially and the user cannot update the value.
5.
Create a report
named
My Orders
from
the
Order form. This will hold only the orders of the current logged-in user.
6. Open the
Report Properties
of the
My Orders
report. Click Add Filter
and, in the ensuing dropdown, select the field as
Customer Email, operator as equals, and the value as
zoho.loginuserid.
See how it works
Points to note
-
Although this method is quite effective in separating irrelevant data for the customers, one can create profiles and assign them dynamically to users. Read more about profiles in the link.
-
Duplicate the All Orders report to create the My Orders report, based on the criteria as follows:
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