Posted: 7 Oct 2019 15:00 EDT Last activity: 18 Oct 2019 14:43 EDT
IS there a way to limit the report categories that get displayed on the report browser by access group so that when you switch access groups/applications at runtime your list of categories will change?
Creating a shared report category by access group will not accomplish this since the data page holding the categories is a requestor level page.
***Edited by Moderator Marissa to update platform capability tags****
I don't understand what Pega's intentions were to use a requestor data page for this that does not refresh unless you create a new requestor. Trying to understand why so I can better design my categories
Posted: 2 years ago
Posted: 16 Oct 2019 15:54 EDT
Ron Lee (RonLee_GCS)
Principal Software Solutions Engineer
The intent of this is different from what you are trying to do. It is meant to provide managers with an open ruleset so they can add/modify report/shortcuts/categories. You may be able to accomplish what you need by providing different production rulesets for different access groups.
You said that you want to use a list of categories from data page, right? You can do it by overriding default section for report browser (pxReportBrowser7 in v7.3.1) and replace the source of category list. Currently, it's sourced by .pzRBAllCategories list:
You need to use as a source your data page (not in this section of course, it's final).