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Summary Filtering

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wesoos

Summary Filtering

Is there a way that we can dynamically filter the summary page of any given form? Return only forms created filtered on a particular value in the form, like the organization of a liferay user.

We would like to tie the visibility of forms in liferay based on organizations. We can control that through our integration, but need to be able to filter the records on the summary page automatically by the users organization, or we can pass an organization value...

Erik Bruchez

Re: Summary Filtering

Administrator

Yes, since 4.4 we have owner/group-based permissions:

http://wiki.orbeon.com/forms/doc/developer-guide/form-runner/access-control#TOC-Permissions-for-owner-group-members

This is supported if you use MySQL, Oracle, or DB2, but not eXist yet.

-Erik

ajam0014

Re: Summary Filtering

Hi Erik,
Owner or group base filtering is fine. Any clue for organization based permission setting??? I am looking for summary page filtering records on the basis of liferay user's organization. I mean users from Organization A can only see the forms from his organizational users... Please guide...

------------ Enviroment ---------------------
liferay-portal-6.1.1-ce-ga2
Orbeon-PE 4.4
Proxy-Portlet in liferay
MYSQL 5.6
-----------------------------------------------
Thanks
Jim K.

ajam0014

Re: Summary Filtering

Anyone who can help...??? Please share some thoughts...

Erik Bruchez

Re: Summary Filtering

Administrator

The Summary page can filter by group (as in user/group). So somehow the current group must be set to the Liferay organization.

Currently, in LiferaySupport, there is no code to retrieve the organization:

http://goo.gl/SNm2Ul

But that could be improved, by adding a Orbeon-Liferay-Organization header. Then, on the Form Runner side, you would set:

<property
as="xs:string"
name="oxf.fr.authentication.header.group"
value="Orbeon-Liferay-Organization"/>

See also more information about the header-driven method:

http://wiki.orbeon.com/forms/doc/developer-guide/form-runner/access-control#TOC-Header-driven-method

Then form data created by users belonging to that group would be accessible by all users in the same group.

-Erik

James Newcombe

Re: Summary Filtering

Resurrecting an old thread, but was there an answer to the other use case in the question ? If you don't want to filter by owner/group, but instead to filter on the value of a form field (in my case, the status of the request that the form is used to make), is that possible ?

Alessandro Vernet

Re: Summary Filtering

Administrator

Hi James,

If, in Form Builder, you mark the field as showing in search, then on the summary page you should be able to search on the value of that field. Is that something that could work for you?

Alex

On Sun, Mar 8, 2015 at 4:19 PM James Newcombe <[hidden email]> wrote:

Resurrecting an old thread, but was there an answer to the other use case in
the question ? If you don't want to filter by owner/group, but instead to
filter on the value of a form field (in my case, the status of the request
that the form is used to make), is that possible ?

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James Newcombe

Re: Summary Filtering

Hi Alex,

Searching on the value of a field is useful, but there will eventually be thousands of form instances in the system; filtering to highlight forms submitted by specific users, or with a specific priority value in them, would be much better, especially if that's a filter I can apply on a specific user's login (so they don't have to filter the view themselves, but a filtered view is presented to them on login - for instance, since the form represents a service request, it would be nice to filter out any requests with a status of 'Closed').

The forms we're presenting will go through an approvals process. I've managed to make the approvals process work through 13 states with four different user roles, but I would like to be able to present forms to a user in a specific role that are most relevant to them.

My workaround is to add the form URL to the notification emails that are sent by the forms engine each time the form state changes, so a user can click on a link to go straight to the form they need to work on. That works where a user has a specific action, but someone who wants to use the summary page as a worklist is likely to have an unhappy time.

Alessandro Vernet

Re: Summary Filtering

Administrator

Hi James,

Related to this, for a while now we've been thinking of having permissions based on field value, in addition to being the owner or having a specific role (see issue 1487 linked below). This would allow you to say that certain users, e.g. someone with the role "manager" can only see a piece of data if the "state" field value is "approval required". I think this would nicely achieve what you're shooting for here. But it isn't completely trivial to implement.

https://github.com/orbeon/orbeon-forms/issues/1487

The filtering based on a request parameter, which would essentially pre-populate a search field, would be simple to do.

Let me know you'd like to pursue any of those items further, maybe with your organization sponsoring this work, in which case we can also discuss this on Basecamp.

Alex

On Wed, Mar 11, 2015 at 8:03 AM James Newcombe <[hidden email]> wrote:

Hi Alex,

Searching on the value of a field is useful, but there will eventually be
thousands of form instances in the system; filtering to highlight forms
submitted by specific users, or with a specific priority value in them,
would be much better, especially if that's a filter I can apply on a
specific user's login (so they don't have to filter the view themselves, but
a filtered view is presented to them on login - for instance, since the form
represents a service request, it would be nice to filter out any requests
with a status of 'Closed').

The forms we're presenting will go through an approvals process. I've
managed to make the approvals process work through 13 states with four
different user roles, but I would like to be able to present forms to a user
in a specific role that are most relevant to them.

My workaround is to add the form URL to the notification emails that are
sent by the forms engine each time the form state changes, so a user can
click on a link to go straight to the form they need to work on. That works
where a user has a specific action, but someone who wants to use the summary
page as a worklist is likely to have an unhappy time.

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