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Focal Point    Focal Point Forums  Hop To Forum Categories  WebFOCUS/FOCUS Forum on Focal Point     [CLOSED]How to set personal defaults in a portal

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[CLOSED]How to set personal defaults in a portal
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MelissaReed
Silver Member
posted
We are looking to create portals with metrics dashboards. Our users need to be able to select their specific organization or timeframe or whatever else we have as parameters. These selections should be the default the next time they come into the portal, instead of the standard defaults that everyone sees.

How are others doing this? I don't want to create x numbers of dashboards that all have the same metrics.

Thanks!

This message has been edited. Last edited by: <Emily McAllister>,


WebFOCUS 8.0.09
Windows, All Outputs
 
Posts: 36 | Registered: November 19, 2014Report This Post
CoolGuy
Virtuoso
posted Hide Post
MelissaReed,

Are you referring to HTML controls placed within a portal panel, or the actual content? Content customizations are saved per user ID after each session. If that user comes back in to view the portal, any content they added, or whichever page they were on before, is where they will be and what they will see within the new session.

As for controls, you can utilize the &IBIMR_user variable value to determine which external procedure request is used within a fex to populate the control(s). This may be tedious if done individually for many, but can be helpful if you want to customize for a few people.

Logic example:

-IF &IBIMR_user EQ [userID] .... THEN GOTO labelForSpecificPersonOrGroup ELSE GOTO blah;

-label1

TABLE FILE blah
...
ON TABLE PCHOLD FORMAT XML
END

-label2

TABLE FILE blah
...
ON TABLE PCHOLD FORMAT XML
END

etc....


Hope this helps.


8.2.02M (production), 8.2.02M (test), Windows 10, all outputs.
 
Posts: 1113 | Location: USA | Registered: January 27, 2015Report This Post
MelissaReed
Silver Member
posted Hide Post
Yes I am referring to the portal panel. So if I select department ABC and you select DEF, it keeps those as the selected defaults the next time you or I go to that page.

This could potentially be needed for many users so I would not want to hardcode values.

Thanks for the suggestion. I will see where this leads me.


WebFOCUS 8.0.09
Windows, All Outputs
 
Posts: 36 | Registered: November 19, 2014Report This Post
MartinY
Virtuoso
posted Hide Post
I have a table which contain the user id and their security for different field (department, store, region, etc)

Then I have a fex (which is included in the _universal_profile) that assigned global variable which then be used in fex to filter displayed data.

So each time a particular user log in, then its "security profile" is assigned and everything he's accessing (dashboard, report, drop list, ...) is filtered based on the global variables.

Unfortunately, you need to include the variables in every fex and maintain the security table.
But the WHERE condition can easily be copied from one fex to another and it become kind of standard to have those kind of filter.
And security table is not so a pain to maintain since we don't have to create users everyday.
Also, in the security table we put the "common and general" security parameters only; not too much specific.


WF versions : Prod 8.2.04M gen 33, Dev 8.2.04M gen 33, OS : Windows, DB : MSSQL, Outputs : HTML, Excel, PDF
In Focus since 2007
 
Posts: 2409 | Location: Montreal Area, Qc, CA | Registered: September 25, 2013Report This Post
Waz
Expert
posted Hide Post
Our environment is quite complex, but what we have done is add a "Save Preset" option to the page and save the parms with the option (not done yet) to flag one if the "presets" as default values.


Waz...

Prod:WebFOCUS 7.6.10/8.1.04Upgrade:WebFOCUS 8.2.07OS:LinuxOutputs:HTML, PDF, Excel, PPT
In Focus since 1984
Pity the lost knowledge of an old programmer!

 
Posts: 6347 | Location: 33°49'23.0"S, 151°11'41.0"E | Registered: October 31, 2006Report This Post
Michael L Meagher
Platinum Member
posted Hide Post
I just rolled out of a meeting with the same request - save the settings for a user's previous portal session.

This should be an interesting project.


WebFOCUS 8.2.03 - Production
WebFOCUS 8.2.04 - Sand Box
Windows 2012 R2 Server
HTML, PDF, Excel
In FOCUS since 1980
 
Posts: 115 | Location: Seattle, WA | Registered: April 07, 2015Report This Post
GavinL
Master
posted Hide Post
We do this, but I control the portal page.. Meaning, it's one FEX on the main page of the portal and I add the fexes within. I store in SQL when the user changes their preferences for sort order or if they don't want to see a panel. Basically, I wrote my own framework within webfocus to handle it.

This message has been edited. Last edited by: GavinL,



- FOCUS Man, just FOCUS!
-----------------------------
Product: WebFOCUS
Version: 8.1.04
Server: Windows 2008 Server
 
Posts: 578 | Registered: October 01, 2014Report This Post
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