Filtering data by username in Employee Portal

kdimitrov

Hello to all,

we need to use Employee Portal Webparts for publishing data to customers and other partners, e. g. a customer should be able to see all his purchases or complaints and their state of processing.

Is there any way of setting a filter connected to the login name of this customer so that he can see only his own purchases and complaints ?

So far I did not find such a possibility in the configuration tools of the EP.

Many thanks to anyone who can give me solution for this task !!!!

Krassimir Dimitrov

kriki

[Topic moved from Navision forum to Navision e-Commerce forum]

BlackBird

Hi Krassimir,

This is possible, with and without additional coding.

With coding:
I think there's an example of how to do this somewhere in this forum.
You would have to modify cdu 6816 (EP Read Data) and add the userid to the DecodeXML.FilterRecordWithStandard- and DecodeXML.FilterRecord-functions.
In these filterfunctions in cdu 6813 (EP Decode XML) you have to add the userid as parameter and add functions like this:

IF TableNo =YourTableNumberHere THEN
SupportFunctions.BuildFilterStringFilterString,FilterType::Const,'YourFilterFieldHere',UserId);

Without coding:
You can also create a seperate webpart for each customer and apply a default filter in the webpart. With 10 customers this is the easiest solution.

Hope this helps.

Best regards,

Hans

kdimitrov

Thank you Hans!
I have implemented a similar solution - I have extended the filter in codeunit 6815 functions GetStandGrpReqTypeFilterFields and GetStandGrpReqTypeFilterKeys with the user-id:
EPGrpRTFilterKeys.SETFILTER("Group Code", '%1|%2', GroupCode, EmployeeUserID);
I take the EmployeeUserID from a global variable in codeunit 6811 - I set it in function ProcessXMLDocument and then read it with a new function GetEmployeeUserID. For this purpose the codeunit must be SingleInstance in order to keep the value of the global variable.
I save the UserID similarly to Group Code in the table 6832 - for this purpose I had to remove the value of the TAbleRelation property of the field 'Group Code'

jonnyc

I want to ask you if there is any possibility to filter results by dates in EP.
For example, i have a list of results from a table ordered by date and I want to display the results only for the actual month.
Im trying to filter the results only for EP but with no success.
I also try to adapt your solution to my case and still no success.
Can anyone give me a hint?

BlackBird

Hi,

This is an example of how i use this sort of filters (i have added this code to codeunit 6813 in function FilterRecord):

IF TableNo =YourTableNo THEN
SupportFunctions.BuildFilterStringFilterString,FilterType::Filter,'YourDateField',STRSUBSTNO(Text001,TODAY));

where Text001 is: '>=%1'

In this example a filter "Enddate >= TODAY" is applied.

In your case you should first calculate the first (01-01) and last date (31-01) of the current month. Then if you change the Text001 to "%1..%2", the code would look something like this:

IF TableNo =YourTableNo THEN
SupportFunctions.BuildFilterStringFilterString,FilterType::Filter,'YourDateField',STRSUBSTNO(Text001,Firstdate,Lastdate));

Good luck.

daler40

I have made the code changes that you suggested to CU 6813 and 6816 to filter the userid to the record. it works for Card webparts but on List webparts I get an error:

Navision error (10500): A '=' is missing in TransferFormulaData. WHERE(Salesperson Code=CONST("MLS"),ORDER(Ascending) )

The code I added to 6813 is:

IF TableNo = 13 THEN
SupportFunctions.BuildFilterString(FilterString,FilterType::Const,'Code',USERID);

The code I added to 6816 is:

DecodeXML.FilterRecordWithStandard(XMLDocInFilters,TableNo,GroupCode,RequestType,ListRecordRef,UserID);

and:
DecodeXML.FilterRecord(XMLDocLineFilters,TableNo,LineRecordRef,UserID);

I also added the parameter to the the functions of useridin in the CU 6815.


Any ideas would be greatly appreciated!!??

On other thing I might add -

I am trying to filter the Salesperson Userid to a Salesperson Card in EP. Then i am adding some reports to the SP EP Card. Then I am trying to filter the Contact List to the SP Card - this filter will not (at least I do not know how to get it to filter) pass from the SP card to the Contact List...

So i was adding code to filter table 5050 to the Salesperson and then when the EP opens the Contact List form gives me the error I listed above... ](*,)