Example: Group IDO filter

Note: This example was created specifically for SyteLine users, but customers using other Mongoose-based applications might benefit from the concepts manifested here.

Suppose your customer BigCycle (customer number 89765) has 20 employees who are allowed to log into your application through a web portal to check the status of their orders. Instead of setting up a separate IDO filter for each login, you can set up a group called BigCycleLogins and set up all 20 users as members of that group. Then you can create a filter for the group. To do this, you would set the fields like this:


Field	Setting	Notes
IDO	SLCOs	The filter applies only to the SLCos IDO. (In order for customers to view details of the order you would also need to set up a similar filter on the SLCoitems IDO.)
User		Leave blank, so the filter applies to all users.
Group	BigCycleLogins	The filter applies to all users in this group.
Property	CustNum	The property whose value will be compared is SLCos.CustNum.
[Operator]	=
This Value	Literal
Literal edit field	89765	This literal value is compared to the value of the CustNum property.

When you click Add This Clause, the pseudo-SQL query that displays looks like this:


(CustNum = "  89765")

After you activate and save the filter, any user in the BigCycleLogins group who logs into this application and requests data from the SLCos IDO will only see records where CustNum = 97765.

If you have 10 different customers who have several users each with application login access, you could create a group for each customer, and then create 10 "group" IDO filters on the SLCOs IDO (one for each customer group).