Opetion to filter Reports by membership in User Groups

by André Friese on September 12, 2018

Currently in reports you can filter like User-Field XY = (current user)

We would like to have the option to create reports for teams of users, who are already organized in Usergroups. One of them is set in the item as responsible user, but the other team members should be enabled to see all his/her items without defining complicated filters. Especially because the responsible person might change, but the team remains the same.

So a filter of: current user is member of item.MultiUserfield or item.SingleUserField is member of SelectedUserGroup would be great. Or even both.

Thank you.

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    I double checked with Dev and we do have already ability to check (Current User) against multi-user and multi-group fields, what covers use-cases described at the request.

    At the end of the request there is described the following filter example:
    current user is member of item.MultiUserfield
    or
    item.SingleUserField is member of SelectedUserGroup

    The first condition is supported and just has to be written at the reversed order, like "Multi-User-Field 'contains all/any' (Current User)".
    The second condition with use of two item fields at both sides of condition is not supported, but it also is not required for the described task at that request.
    Nevertheless, if there was implied something that requires exactly two fields, then this most likely could be done with Advanced SQL Conditions which in this case do not require already Current User.
    There are samples at SBM help for Advanced SQL Conditions (http://help.serena.com/doc_center/sbm/ver11_3/work_center/help.html) exactly for similar use-cases to check whether user belongs to group, like for instance the following one:

    TS_OWNER in (select TS_MEMBERS.TS_USERID
    from TS_MEMBERS, TS_GROUPS where TS_MEMBERS.TS_GROUPID =
    TS_GROUPS.TS_ID and TS_GROUPS.TS_NAME = 'group name')
    David J. Easter Commented by David J. Easter October 05, 2018
    #1 Reviewer  -  

    I double checked with Dev and we do have already ability to check (Current User) against multi-user and multi-group fields, what covers use-cases described at the request.

    At the end of the request there is described the following filter example:
    current user is member of item.MultiUserfield
    or
    item.SingleUserField is member of SelectedUserGroup

    The first condition is supported and just has to be written at the reversed order, like "Multi-User-Field 'contains all/any' (Current User)".
    The second condition with use of two item fields at both sides of condition is not supported, but it also is not required for the described task at that request.
    Nevertheless, if there was implied something that requires exactly two fields, then this most likely could be done with Advanced SQL Conditions which in this case do not require already Current User.
    There are samples at SBM help for Advanced SQL Conditions (http://help.serena.com/doc_center/sbm/ver11_3/work_center/help.html) exactly for similar use-cases to check whether user belongs to group, like for instance the following one:

    TS_OWNER in (select TS_MEMBERS.TS_USERID
    from TS_MEMBERS, TS_GROUPS where TS_MEMBERS.TS_GROUPID =
    TS_GROUPS.TS_ID and TS_GROUPS.TS_NAME = 'group name')

    Hi David
    Do you mean "Advanced SQL Conditions" as filter or SBM Advanced XML Report?
    Both will not really help me, because I was told by your support, that there's no option to use parameter (current user) in Advanced SQL Report Filters and as described, I would like to have even more: something like "Current User belongs to UserGroup XY" or "Current User belongs to 'MultiUserField'" (here I would predefine the wanted Usergroup.
    So as this option is not existing as filter in Advanced SQL nor in Advanced XML Reporting, there's no need to try this.
    My intention is to create reports that are as generic as possible, without the need to 'hardcode' the filters. This is what we do now and every time the responsibilities change, we have to change the reports.

    Thank you for your help.

    André
    André Friese Commented by André Friese September 25, 2018
    Top 50 Reviewer  -  

    Hi David
    Do you mean "Advanced SQL Conditions" as filter or SBM Advanced XML Report?
    Both will not really help me, because I was told by your support, that there's no option to use parameter (current user) in Advanced SQL Report Filters and as described, I would like to have even more: something like "Current User belongs to UserGroup XY" or "Current User belongs to 'MultiUserField'" (here I would predefine the wanted Usergroup.
    So as this option is not existing as filter in Advanced SQL nor in Advanced XML Reporting, there's no need to try this.
    My intention is to create reports that are as generic as possible, without the need to 'hardcode' the filters. This is what we do now and every time the responsibilities change, we have to change the reports.

    Thank you for your help.

    André

    Have you tried creating an advanced report to do this? Advanced Reporting was provided so that admins or designers could create more complex reports than typically allowed for through the wizard.
    David J. Easter Commented by David J. Easter September 24, 2018
    #1 Reviewer  -  

    Have you tried creating an advanced report to do this? Advanced Reporting was provided so that admins or designers could create more complex reports than typically allowed for through the wizard.

     

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