Need a kick in the right direction

khaled

Hi All,

I have several Project Managers which all need to use the 'Manager' visual perspective.

What I am trying to achieve is - since each project manager will need to manage a project each I would want to be able to assign a specific project to a manager and block him/her out of the rest of the projects being worked on by other managers. Can anyone suggest how to go about doing this? I just need a kickstart in the right direction.

tford

READ PROTECT should easily do what you are talking about.

Tom

khaled

tford wrote
READ PROTECT should easily do what you are talking about.

Tom

Thanks. I don't supposed you can be a tad more detailed..

pbrad

Hi,

Just make the Projects bi-directional references of the Manager BO and the reference list for each manager will only include their own projects. If you need to limit queries or drop-down lists for a manager throughout your application just use Project=LoggedInManager.Project or Project IN LoggedInManager.Project if multiple projects can be assigned to various managers.

Cheers,
Pete

tford

You can also see these posts for more explanation of READ PROTECT:

khaled

Hi All,

Thanks for all your help. As all your suggestions make sense to me I don't see how I can utilise these methods to work as I intend.

I should have explained in more detail in my first post. What I am trying to achieve is:

My Project Managers will have access to all business objects and enter/read data. I want to be able to to create a new project and assign it to one or more Managers. I want to also be able to assign more than one project to my Managers. Ideally I would have a right panel displaying all of the Projects assigned to a logged in Manager where he/she can click a button to "log in" or "set focus" to that project.

So basically, once a Manager logs in or "focuses" into Project A, he/she can go ahead and start entering data into Object A and Object B. Once the Manager finishes the data entry for Project A, the Manager will then be able to "log in" or "set focus" to Project B and enter the data into Object A and Object B. I want to also be able to unassign Project A from Manager A and reassign Project A Manager B.

I don't want the data of Project A to be seen when logged into Project B and vice versa.

Many thanks in advance.

tford

khaled,

You can store a manager's focus project in an attribute like RegularUser.FocusProject. That FocusProject can then be used in the READ PROTECT rule.

On idea for selecting and displaying the manager's focus project:
1) Create a Custom Presentation with a list of that manager's potential projects & place it in the right panel
2) Make the project names in #1 clickable with a hyperlink.
3) hyperlink in #2 will execute a process which takes the project name as a process input.
4) The process will set RegularUser.FocusProject to the selected project & execute a DISPLAY PERSPECTIVE possibly names Manager Focus Project.

Tom

tford

khaled,

I forgot to mention that in the Custom Presentation list of projects, you can set a conditional format so that the project that is the current focus can show up with a different format than the others on the list -- for example underlined & bold.

Tom

khaled

tford wrote
khaled,

khaled,

You can store a manager's focus project in an attribute like RegularUser.FocusProject. That FocusProject can then be used in the READ PROTECT rule.

On idea for selecting and displaying the manager's focus project:
1) Create a Custom Presentation with a list of that manager's potential projects & place it in the right panel
2) Make the project names in #1 clickable with a hyperlink.
3) hyperlink in #2 will execute a process which takes the project name as a process input.
4) The process will set RegularUser.FocusProject to the selected project & execute a DISPLAY PERSPECTIVE possibly names Manager Focus Project.

Tom

Thank you Tom - your posts were very helpful indeed. I don't suppose you can create a quick and simple sample app to demonstrate the use of this and send me the BSV? Nevermind if it's too much trouble.

tford

Sorry I don't really have time at the moment. Maybe in a couple of days if you still need it.

Tom

khaled

tford wrote
Sorry I don't really have time at the moment. Maybe in a couple of days if you still need it.

Tom

Sorry buddy I didn't mean right away. Anytime you're able to is very much appreciated and will be of great assistance to me.