Report filters based off $$USER.ID using If statement | Community
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JeremyBu1
Level 2
February 5, 2020
Question

Report filters based off $$USER.ID using If statement

  • February 5, 2020
  • 1 reply
  • 452 views
Hi All, I would like to generate a report that filters based off of the logged in user. So basically I would like something like this IF $$USER.ID = XXXX Use this filter DE:Project Manager Segment Alignment=Segment A, Segment B, Segment C DE:Project Manager Segment Alignment_Mod=in projectID=5c0xxx projectID_Mod=notin status=AWF NEW status_Mod=in IF $$USER.ID=2XXXX Use this filter OR:1:projectID=5cxxxxx OR:1:projectID_Mod=in OR:1:status=AWF NEW OR:1:status_Mod=in OR:1:DE:Project Manager Segment Alignment=Segment D, Segment E, Segment F OR:1:DE:Project Manager Segment Alignment_Mod=in IF $$USER.ID=3XXXXX Use this filter OR:2:DE:Project Manager Segment Alignment=Segment G, Segment H, Segment I OR:2:DE:Project Manager Segment Alignment_Mod=in OR:2:projectID=5cxxxx OR:2:projectID_Mod=in OR:2:status=AWF NEW OR:2:status_Mod=in I am still new at using text mode, so any help or an example would be greatly appreciated. Jeremy Busch
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BarryBu2
Level 8
February 17, 2020
You don't need the IF in front of it do you? Just add it in as one of the conditions in the OR sections: $$USER.ID = XXXX DE:Project Manager Segment Alignment=Segment A, Segment B, Segment C DE:Project Manager Segment Alignment_Mod=in projectID=5c0xxx projectID_Mod=notin status=AWF NEW status_Mod=in OR:1:$$USER.ID=2XXXX OR:1:projectID=5cxxxxx OR:1:projectID_Mod=in OR:1:status=AWF NEW OR:1:status_Mod=in OR:1:DE:Project Manager Segment Alignment=Segment D, Segment E, Segment F OR:1:DE:Project Manager Segment Alignment_Mod=in OR:2:$$USER.ID=3XXXXX OR:2:DE:Project Manager Segment Alignment=Segment G, Segment H, Segment I OR:2:DE:Project Manager Segment Alignment_Mod=in OR:2:projectID=5cxxxx OR:2:projectID_Mod=in OR:2:status=AWF NEW OR:2:status_Mod=in By the way, doing it on $$USER.ID means it's hard coded to those three individuals. If one moves on from that position, the report breaks for their successor until you change the report filter. Could you use $$USER.roleID or $$USER.homeGroupID instead? Then so long as their successor has the same role or home group, the report continues to work without needing sys admin maintenance. Barry Buchanan - WMA Work Management Australia
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