Determining applicable report personalizations
To determine which report personalization variants are applicable, only the most specific level for which a personalization exists is considered. The most specific level is user, role, or company, in that order. If that level contains multiple variants, then a choice is displayed. Otherwise the only available personalization is used.
Level | For | Variant |
---|---|---|
Company | 70 | |
Role | SERVICE | Simplified Contract |
Role | SERVICE | Complex Contract |
User | user1 |
If user1 prints the report, then the one personalization on user level is used; the user does not have to make a choice.
If user2 with role SERVICE prints the report, then the two variants on role level are applicable; the user must make a choice.
Alternatively, the extension can make the choice instead of the user. To do so, the
Get Alternative Report
hook of the report extension should set the
spool.report.variant
predefined variable to the variant code to print. In
this case, the most specific level for which the variant exists is used: if user1 prints the
report, and the extension selects the “Simplified Contract” variant, then the personalization
on role level is used.