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kpcollier

Login Redirect for Report DataPages?

Question

Here is my idea.

I have an Orders App. It contains a submission form and a report datapage. The table for this app has a field named Ordered_By, which gets its data from a separate Employee Table that holds all of our employee information. This field is to filter the orders by the user who made the order.

Is it possible to have a user login and have the Report Datapage already filtered to orders placed by the logged in user? i.e., KPC creates an order from the submission form. KPC then goes to the Orders Report DataPage, and instead of using the dropdown to find his name in the search, the report is already populated with orders placed by KPC.

I appreciate the help!

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4 answers to this question

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Hi @kpcollier,

 

I believe that what you need to do is to set up a Record Level Security on your Reports DataPage. 

It allows you to restrict access to records based on the current user’s profile data.

With record level security, you can allow access based on:

  • Records that were created by the current user
  • Records that were assigned to them personally

You have to set an authentication and choose Filter data based on your pre-defined criteria and enable RLS. Please see screenshot below. 

image.png.03030bb17252ec3edf2c6b5aebb29244.png

 

For more information about RLS you can refer to these links: 

https://howto.caspio.com/authentications-and-connections/authentication/record-level-security/

https://howto.caspio.com/getting-started/record-level-security-stamping-new-records/

 

Hope this helps.

 

Thanks,

kristina

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Hi @kristina,

I have read through the articles and video and this seems to be what I want. Quick question, though.

I would want to set this up through Users. So, only records a user created can be seen. Although, I would also like to have a few superusers who can view ALL records. Is this possible?

Thanks,

kpc

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Hi @kpcollier,

 

As I understand, the few superusers you are referring to are the admins. It is possible by creating another Reports DataPage but in this, you will not enable the RLS so that they can view all the records. 

You will need to have a Standalone Login Screen which redirects the user based on Role. Here is the link on how to set this up: https://howto.caspio.com/tech-tips-and-articles/common-customizations/create-user-specific-redirect-after-login/

 

Regards,

kristina

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Okay. The reason I want this feature is for UX/UI for the users in our company. I don't necessarily want to lock them out of the other records that do not belong to them - I would just like their records to pop up at first, and have the ability to see others if they need to.

I was thinking I may be able to do this with a button that links to the Superuser, but I'm not sure if it will mess with redirection and authentication. 

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