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Ulink Help

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    #1

    Ulink Help

    Hi Guys, i have hit yet another brick wall and am feeling alittle out of my depth.

    What i want to do is have a way of when my staff login to the system they are able to view a Grid or grids of information that is relivent only to them.

    For example sally logs in and is then able to view her employee file, messages grid etc.

    Is this possible and if so where do i start.
    Thanks in advance. I have done a little bit of playing with the Ulink field but all instructions i can find seem to be somewhat incorrect for v11

    Roland
    Tags: None
    #2
    Re: Ulink Help

    I am currently doing the same thing. You can do this by assigning an unique number to each employee. First enable the Ulink field in your security settings if you have not already done so, then assign a session variable to that field, this settings is right below the checkbox to enable the ulink field, I used "sv_salesrep_id" which will be used in the example below. The session variable will be automatically created on user sign in. You must enter the unique employee number for the ulink field under security settings -> users and groups.

    In the grid you want to filter you need to define an argument for the session variable:
    ulink_session_var_to_argument.PNG


    Then you need to use that argument in the grid filter:
    Code:
    Salesrep_Num=:Salesrep_ID
    The table or view in your grid must have a employee number to filter by, in my case that is the "Salesrep_Num" field.

    Comment

      #3
      Re: Ulink Help

      Thanks Luke.
      I think ill need to read through that a few times..
      I currently have all staff set up with a auto field called Employee ID.
      I assume i can use this in the same way you are using the sales rep ID.

      Comment

        #4
        Re: Ulink Help

        Yup, it should work the same way. I am manually entering a ulink number for each employee because the company already has employee ID's assigned to salreps in there legacy system. This may help clear up any confusion...
        edit_user.PNGsecurity_settings_dialog.PNG

        Comment

          #5
          Re: Ulink Help

          Thanks Luke.
          Ill have a go at it soon and see if i can get it all working.

          Thanks again

          Comment

            #6
            Re: Ulink Help

            Re: The Total Training video #42 makes mention of not using the Ulink, so that you can migrate to Microsoft IIS server in the future.
            My understanding is that the Ulink is the external identifier field, if I'm incorrect please correct me.

            Would you be able to accomplish your goals without the Ulink.
            Is it a concern that by using the Ulink, you may not be able to use the IIS server in the future? If not concerned, why not.

            Thanks,

            Comment

              #7
              Re: Ulink Help

              One of several related threads:

              http://msgboard.alphasoftware.com/al...ighlight=ulink
              -Steve
              sigpic

              Comment

                #8
                Re: Ulink Help

                Thanks very much to Luke we have been able to sort my issue out.
                I'm not to worried at this stage about the future iss support for ulink as this is just an internal project. But if things all work out there maybe a need to find another way of doing this.
                Are you aware of anyway of getting the same results by not using the ulink option

                Roland.

                Comment

                  #9
                  Re: Ulink Help

                  Originally posted by Dspguards View Post
                  Thanks very much to Luke we have been able to sort my issue out.
                  I'm not to worried at this stage about the future iss support for ulink as this is just an internal project. But if things all work out there maybe a need to find another way of doing this.
                  Are you aware of anyway of getting the same results by not using the ulink option

                  Roland.
                  Take the advice, but seriously. Internet, Intranet or Extanet whether WAS persists in V12 is the question nobody is taking its final answer has or will. I would not take the gamble and the link that shows Steve read before you make a choice whether or not to use ulink.

                  Comment

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