We have a basic dashboard set up for a group view. Within the dashboard are several pages (or tabs) - one for each department (marketing, sales, etc). I'd like to be able to set up each user's default tab so when they log into the group view, they would immediately have their department's tab selected.

Any way to set this up in user management (or even via the user's config files on the server - don't mind writing some scripts to handle that)?

Hi Paul,


Recently, i wanted the know the which tab a report was launched from , so i could decide in my fex which where-clause to apply .

So i openend a case , asking if there was some system variable that could sort this out , the answer came back : NO there isn't.

So my guess is that the same thing will aplly to your problem

I hope someone disagrees with me !

Peter

In a similar vein, is there a way that people will only see the tabs for groups to which they belong. Currently we anticipate maintaining three dashboards:
* general management
* executive
* credit security

Since all group views share the general management tabs it would be preferable to have executives see all tabs and for credit security to see general management tabs and credit security tabs.

We are currently in 5.3.3 and while we anticpate upgrading to 7.1.3 we want to explore alternatives to maintaining several group views.

Rock on FOCUS nation!

Hi S.J.,

It's an intresting train of thought , dynamic group views...
We spent quite some time on design our dashboard as also in the way we would use groupviews , so far we never came across of an option to implement dynamic group views...

P.

Another thought: some java script such that if a person did not have access to the reports in a tab they would get a "Sorry Charlie" message. Currently there is just a FOCUS error message when users do not belong to limited group.

BTW - Supposedly in 7.1.3 there are some enhancements to limit views. Has anybody had any experience with 7.1.3 and customizing views?

In response to paulb: Dashboard doesn't have any way to select the default tab based on userid or group membership. The default tab is always the first tab.

In response to Pete: There isn't any variable value you can query to find out what tab a report is launched from.

Sandy, you can't show or hide tabs based on group membership. You can certainly accomplish this by having separate group views depending on the user's role, as you have already planned. This has not changed in 713.

I don't know of any javascript that would change the message displayed when a user doesn't have access to a report. However, this is possible with Dialog Manager.

These features are being planned for a future release of Dashboard.

Follow-up to Emma or anyone else:

Now that we're moving to WF 7.6.2 and beyond:
Is it now possible to display or occlude group view tabs based on a user ID coming to a group view?

Along these same lines, is there a way to have an url(outside of dashboard, say on another webpage) to go automatically to the report that is located there in the public view?

sure - given that you have the public view enabled with appropriate security in place (for default user). The "report" should either be static content or auto-loaded and you can only get to the default (first) tab. This should get you there:

 http://servername/ibi_apps/Controller?WORP_REQUEST_TYPE...W&WORP_MPV=viewname& 

where viewname is the internal name of the public view you want to reach (like aa_mpv).

We have some reports in the MRE and these can be used from within the MRE as a srill down report and the same report is also available from within our CRM (Microsoft Dynamics).
The report appears in an inframe of the CRM system.
Works fine. The only thing that can not be done is printing, if a user prints a page, instead of the report it produces the fex-script.