Question

RestrictingReport Categories

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****

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Pega
October 10, 2019 - 1:06am

Did you try using a WHEN rule in  'Display in report browser when (blank will always be shown)" in the category rule  ? Will this helps your requirement ?

October 10, 2019 - 8:03am
Response to dangs

Yes I tried this but it looks like since it is used by the requestor data page it is only used once and so the data page doesn't change when you switch access groups.

October 10, 2019 - 8:05am
Response to TerranceK4053

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

Pega
October 16, 2019 - 3:54pm

The only method I know of to associate report categories with access groups is this:

https://community.pega.com/sites/default/files/help_v81/procomhelpmain.htm#reporting/rpt-creating-dedicated-ruleset-version-manager-reports-tsk.htm

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.

October 17, 2019 - 2:52am

The only one solution that came to my mind is to override default Report Browser section and build the list of available categories based on your data page

October 17, 2019 - 12:48pm
Response to vaspoz

But even if my category is in a ruleset that is not in the current ruleset stack that category still shows up in the report browser

October 18, 2019 - 3:07am
Response to TerranceK4053

I think you didn't get my point)

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).

October 18, 2019 - 2:43pm
Response to vaspoz

No. I expect to be able to categorize my report in categories that are available to me so I want to know why Pega does not allow me