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Topic

    Dinesh Sahu
    How to filter data based on logged in user's Account or...Answered
    Topic posted November 18, 2019 by Dinesh Sahu, tagged Configuration, Designer Usage 
    29 Views, 1 Comment
    Title:
    How to filter data based on logged in user's Account or Account key in Digital customer Service
    Summary:
    Customer wants to see only the records fetched from DCS related to logged in user's account only.
    Content:

    Hi All,

     

    Hope you doing well!! On behalf of a customer I am raising this request.

    Organization Name:
    Hindalco
     

    We have requirement filter the custom object data based on the Account name or Account key.

    Example - We are showing invoice data to end customer but currently all invoices are visible to all the customer as we required to show only logged in customer Account or Account key 

     

    Please note - Invoice is a custom Object in engagement cloud and every record associated with Account name

     

    Like The Account Manager role grants the privileges to view and edit all service requests for a specific customer account

     

    Hope you understood my question. Attached the screenshot for reference.

    Version:
    11.13.19.07.0
    Image:

    Best Comment

    Sunil Joseph

    A custom data security policy can be added. The following condition can be used if:

    • The invoice object has the account party id 
    • The requirement is a user sees all the invoices of the account to which he belongs

    &TABLE_ALIAS.ACCOUNT_PARTY_ID IN (select distinct account_party_id from svc_self_service_roles where contact_party_id= (select HZ_SESSION_UTIL.GET_USER_PARTYID from dual) AND relationship_type_cd='ORA_CSS_USER' AND delete_flag='N')

    Comment

     

    • Sunil Joseph

      A custom data security policy can be added. The following condition can be used if:

      • The invoice object has the account party id 
      • The requirement is a user sees all the invoices of the account to which he belongs

      &TABLE_ALIAS.ACCOUNT_PARTY_ID IN (select distinct account_party_id from svc_self_service_roles where contact_party_id= (select HZ_SESSION_UTIL.GET_USER_PARTYID from dual) AND relationship_type_cd='ORA_CSS_USER' AND delete_flag='N')