Work with Users Filters

In some situations it is better to assign filter values on user level to dataset securities then by permission set (formerly user role). Examples are:

• Client wants to implement for all users a detailed dataset security with a lot of different cost centers (e.g. set in Global Dimension 1 or 2).
• Client has some users with a deviant filter value from other users with the “same” dataset security restrictions.

We recommend you to investigate the possibility of using a permission set for granting filter values to users (as explained in Setup Dataset Security). If this, e.g. leads to too many permission sets, you can consider using a User Filter.

The maintenance of User Filters consists of two steps:

1. Define, during the setup of Dataset Security, a User Filter.
2. Maintain the user-specific filter values for the User Filter.

You can define as many User Filters as necessary.

Note: The use of User Filters leads to an extra effort in the user maintenance during personnel changes.

1. Open the window User Filter List by selecting Departments - Compliance - Security - Field and Dataset Security - Setup - User Filter List.

2. Add an User Filter and complete the fields:

• Code : enter an appropriate abbreviation for the User Filter.
• Description : enter a description of the User Filter.

The created User Filters can be used in the Dataset Security.

The user-specific filter value is only applicable for users linked to a User Filter. The user-specific filter value overrules a possible derived filter value from an attached permission set.

1. Open the window User Filter List by selecting Departments - Compliance - Security - Field and Dataset Security - Setup - User Filter List.

2. Select the User Filter that needs to be maintained for an user-specific filter value.

3. Open the window User Filter by selecting Function key Ctrl+Shift+V. In this window user-specific filter values can be maintained by adding new users, changing the filter value of existing users or by removing users from the list.

4. Select an existing user or add a new user and complete the fields:

• Filter Text: Enter the user-specific filter value applicable for the User Filter.
• Note! If the filter value is used for an option field the input has to be in the application language of the specific user.
• Company : Add a company name to set company specific security. If it is empty the user filter is for all companies.
• Select Dataset Security Checks * Insert Check: check on insert. Only valid if filter field is part of a Key.
  • Modify Check Current Value: check on modify the current value of filter field.
  • Modify Check New Value: check on modify the new value of filter field.
  • Delete Check: check on delete.
• Starting Date: Optional a starting date for the filter value can be entered.
• Ending Date: Optional an ending date for the filter value can be entered.

The user-specific filter value is only applicable for users linked to a User Filter. The user-specific filter value overrules a possible derived filter value from an attached permission set.