Creating and Maintaining IDO Filters

To construct or maintain IDO filters from the Row Authorizations form:

Note: Remember that the drop-down list limits set in are in effect. Use wild cards to display a subset of the items in a drop-down list. For example, specify SLCu* to list all the IDOs that start with "SLCu..."

In the IDO field, specify the IDO to be filtered. This populates the Properties list.
Optionally, specify either the User or the Group to restrict the filter.
Specify the Property that will be filtered.
Specify an Operator to use to compare the property with the value.
To specify a value, select one of these options:
- Filter according to the current login, that is, the property is compared directly with the current user ID.
- Filter with a literal value, which you enter in the field next to this option. (Null is a valid literal value.)
- Filter by joining to a table that maps the User ID to some value(s). For example, this is useful for associating login IDs with other IDs such as customer number, salesperson ID, or vendor number.
If you chose to join to a table, select the mappings:
- Select a table from the list. This populates the two fields below it.
- Select the column containing user IDs.
- Select the column containing the value to be filtered against.
Click Add This Clause. The pseudo-SQL for the WHERE clause is shown in the field at the bottom of the form.
To add more clauses to the filter, repeat steps 1 - 6. If you want to set up this new clause as an OR Instead of AND with the Previous Clause, select that check box. Click Add This Clause.
When the IDO filter is complete, save the record.
When you are ready to activate the filter on the IDO, select Active and save the record again.
Whenever you create or change a filter for an IDO, you must unload metadata from the IDO Runtime on the utility server.