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Posted: January 30, 2020
Last activity: January 30, 2020
Customizing Report Browser - Add Category and Save as to Private category only
We have a requirement where reports from both Public and private category should be accessible to user but when user wants to save as a report or add a new category then he should be able to do that in private category only. So Public category option should not be available in Category drop down while adding a new category or while saving as a report .
For viewing and editing the report in report browser, same user can choose a report from public category.
Since all rule are OOTB final rules and Pega platform code. Is there any way of achieving this apart from customizing the final rules?
Both the Save As & New Category flow actions on Report Browser, sections, preprocessing activities that are responsible for setting category values are FINAL.
pzDisplaySaveAsDialogFA & pzDisplaySaveAsDialog section
pzNewCategoryFA7 & pzNewCategory7 section
You might need to customize the entire pyReportEditorHeader OR pyReportBrowserHeaderCategory sections to include new buttons & navigation options with your own set of actions to display specific categories. But that's going to be HUGE customization.
Check with internal Reporting teams if there is any workaround OR it's just designed that way.