Report Visibility

Question

Hello, 
 I'm trying to create a visibility rule on my report that only display's a related action (edit Meeting) based on who initiated the process. 
 Further clarification. My use case is only users who created a certain meeting have access to the related action to edit the meeting he created. It will not display for other users

santoshd378 · Answer

Hi isiomam, 
 
If you are dealing with entity backed records, you need to declare one more column in our data table and save the initiator of process model in the table in PM. And provide the related action security if logged in user is same as the initiator 
 
If you are dealing with process backed record, you can provide the security if logged in user is equal to rf!pp.initiator.

Abhay Giri · Answer

Hi, 
 
which type of record you are using here? 
 
if it is entity backed record then you need to store the process initiator details(user name) in the database, so you can put condition in visibility option that if logged in user is same which is store in the database then only show/make visible the related action to that user otherwise don't show. 
 
If it is process backed then simple check the logged in user is same/equal to pp!initiator then only show the related action otherwise not. 
 
Regards 
Abhay

Bala · Answer

I hope you are storing the meeting creator in your table. Use that against loggedInUser() in Record type-> Related Actions -> Visibility settings. 
 Regards 
 Bala K