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 Suman Samanta (Suman_Samanta)
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IN
Suman_Samanta Member since 2016 1 post
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Posted: November 28, 2016
Last activity: December 7, 2016
Posted: 28 Nov 2016 10:23 EST
Last activity: 7 Dec 2016 6:11 EST
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Category In Report browser

Hi All,

I have some query about the "Add Category" option in report browser. According to business we should conditionaly give the access to user about to create category. I have checked the pega code, I  did not find any option to customise the report browser. 

Below is our business requirment. Could you please help me to inplement the below requirment with pega OOTB rules ?

1.User can add a private category
2.User cannot add a public category
3.Business Admins can create a shared category visible to other Business Admins

 

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Posted: 4 years ago
Posted: 28 Nov 2016 16:53 EST
Manikumar Jaldu (Manikumarj)
Coforge DPA
Technical Lead
Coforge DPA
AU

Hi,


Please refere below rules which give some idea about what happenes when we add a categoty and we need to customize to achieve this.


  • pyReportBrowserInner7 (OOTB section where on right top corner we able to see add category)

  • pzNewCategoryFA7 (flow action, check the pre and post acitivites so will get an idea how they display the catergories to the user)

  • D_pzCategoryOwnerType (Data page where the categories fecthing from)

     

And for 3rd point when user creates a category we need to define an when condition to visible for particular users.


Thanks,


Manikumar


 


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Posted: 4 years ago
Posted: 29 Nov 2016 2:57 EST
Suman Samanta (Suman_Samanta)
EY

EY
IN

Hi Mani,


Thank you for your reply. I have checked all the rules mentioned by you. I did not find anything specific to block some user to create a public or private category.Could you please elaborate ?


If I create a category from Admin portal, I did not get the place to add the when condition.



 
Posted: 4 years ago
Posted: 7 Dec 2016 6:11 EST
Santanu Bhattacherjee (Santanu)
PEGA
Senior Manager - Sales Automation
Pegasystems Inc.
IN

Hi Suman


So basically you want to completely customize the logic behind displaying and executing the add catagory option.


My thought is, if you can trace the activity responsible to add catagories, then you can put your own button on your report browser to add catagory and based on the user type control the activity execution .