Hi , We have a requirement like displaying the records dynamicall

divyamanasam over 8 years ago

Hi ,
We have a requirement like displaying the records dynamically based on whether the logged in user belongs to particular portfolio. Each Portfolio contains some user groups.For example we have 2 portfolios named SCS-T and TTG-T. when the user who belongs to SCS-T porfolio logs in he should be able to see the records which have portfolio as SCS-T but not TTG-T.

We tried using default filter as Portfolio=getPortfolioOfLoggedInUser() in Records.
But it is throwing error as getPortfolioOfLoggedInUser() rule returns multiple values, in sense single user may belong to multiple portfolios.Tried using "in" and all other operators but nothing worked.

Is there any other approach to compare multiple values to filter records in Appian 7.8.
Thanks in Advance

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0 sikhivahans over 8 years ago

@divyamanasam Could you please provide some more information as follows:
1. Is 'Portfolio' a field in the Record? If so, what values does a record hold against the corresponding 'Portfolio' column?
2. What does getPortfolioOfLoggedInUser() return, i.e. the data type and the values returned by it?

The above basic information would be helpful for practitioners to let you know if it is correct or not. If it is, then the below information will help you in receiving suggestions from practitioners to rectify the error.

You are saying that you are experiencing an error. So could you please post your error message which you see on the interface as well as the error messages from the logs?
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