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7 Replies Last post: Jan 5, 2009 8:51 PM by jancc

Jamie

253 posts since
Feb 28, 2008

Currently Being Moderated

Oct 3, 2008 2:09 PM

Query to populate based on who is logged in?

Is it possible to create a query that will (on the Welcome screen) change based on who is logged in and what group this user is in? I want to create a Welcome that will have a count panel that will show each user of a group and how many incidents they have open. I also want this to populate based on who is logged in. Here is an example:

Joe is the director over the Operations group.

Tom is the director over the Applications group.

Sean is the director over the Intrastructure group.

When Joe logs in he sees incidents assigned to him in a list panel as well as the incidents assigned to the Operations group in another list panel. Then in the Count panel he sees each member of his group and how many calls they have open.

When Tom logs in, he has the same Welcome window with his calls, his groups calls (these two queries are easy to do and are done) but instead of the Operations team in the count panel, it's his team.

Same with Sean.

I don't want to have to create multiple Welcome windows rather ONE that will change based on who is logged on and what group they are in.

Hope I've explained it alright.

Thanks,
Jamie

Paps

54 posts since
Jun 26, 2008

Currently Being Moderated

1. Oct 7, 2008 12:23 AM

in response to: Jamie

Re: Query to populate based on who is logged in?

Write a query that uses the "CurrentGroup" and "CurrentUser" criteria. That way one query will display only their records.

CurrentAssignedUser = "CurrentUser" etc

Make sense?

Cheers

Paps

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Jamie

253 posts since
Feb 28, 2008

Currently Being Moderated

2. Oct 14, 2008 7:24 AM

in response to: Paps

Re: Query to populate based on who is logged in?

I think I may have asked the question wrong. The query I need will actually show the open/closed incidents of EACH MEMEMBER of that particular group. Another example:

Ed is the director of Web Design and under him is Tony, Shay, Tammy and Jill

When Ed logs on he sees the calls for each of his team members in a Count Panel.

Now, with each Director, when they log in they see the same thing Ed sees in the Count Panel but instead of Ed's team, the Director sees his own team members' individual tickets.

Does this make sense?

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Nephi Wolf

114 posts since
Dec 18, 2007

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3. Oct 16, 2008 7:29 AM

in response to: Jamie

Re: Query to populate based on who is logged in?

I think the only way you could do this is to create an individual welcome page for each user. The program doesn't have the amount of logic that you're looking for.

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Jamie

253 posts since
Feb 28, 2008

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4. Oct 16, 2008 7:33 AM

in response to: Nephi Wolf

Re: Query to populate based on who is logged in?

Thanks Nephi. I had an idea that would be the answer, but I just wanted to double check.

By the way: You, Paps, Christian and John have helped me out tremendously. Thanks for all your help!

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Stuart Walker

15 posts since
Oct 23, 2008

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5. Nov 19, 2008 7:58 PM

in response to: Jamie

Re: Query to populate based on who is logged in?

Have you tried using the Current assignment group = currentgroup?

will only work if they're all in the same group. (we use this on our welcome screens)

It won't distinguish whether or not the users are logged on either....

Stu

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KarenP

59 posts since
Jul 29, 2008

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6. Nov 20, 2008 2:21 PM

in response to: Jamie

Re: Query to populate based on who is logged in?

I agree with Stuart. Lots of people use this functionality - me included as I'm a Team Leader who wants to see what my team is doing - well sometimes anyway ;-)

To expand further:

"When Joe logs in he sees incidents assigned to him in a list panel" That list panel needs to be based on a query with a criteria of something like user = iscurrentuser.

"as well as the incidents assigned to the Operations group in another list panel." That list panel needs to be based on a query with a group = iscurrentgroup.

"Then in the Count panel he sees each member of his group and how many calls they have open." That count panel needs to be based on group = iscurrentgroup and then select to group the count panel by analyst.

I've not got the system in front of me to test this out for you but I am reasonably sure that this is how it works. You need to (going from memory here) drag the top level of the user object onto the query criteria to see the "iscurrentuser" option rather than an attribute on the object like user.name. Same with group.

Hope this does the trick!

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jancc

5 posts since
Jan 5, 2009

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7. Jan 5, 2009 8:51 PM

in response to: Jamie

Re: Query to populate based on who is logged in?

This is a frequently asked feature from customers.

Can we get a standard report out which will display the number of tickets currently assigned to each member of a group?

I'd create it myself, but just wanna check to see whether anyone has already come up with something similar.

Thanks.

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