Posted Thu, 22 Feb 2018 15:02:54 GMT by Michael Flak Server Systems Administrator

Is there a way to restrict a user to see only their personnel file?  In other words based on the current user when they select Personnel Files in the search document type their employee number is auto populated and they cannot change it so they only see their own personnel file.

Thank you!

Posted Thu, 22 Feb 2018 15:15:01 GMT by Phil Robson DocuWare Corporation Senior Director Professional Services, Americas

There are many ways to restrict users to only seeing specific records in the file cabinet. Normally, we would store the DocuWare users name in a field and use a filter that specified to only show records where the field = CurrentUserName.
So you can either create a field to hold the DocuWare user name, or construct a database table that holds the Employee Id and the DocuWare User name and use an SQL query to create the filter. That method requires regualr maintenance to add new users as required. Better is to populate a filed with the DocuWare user name and filter on that.

 

Phil Robson
Senior Director Support Americas

Posted Thu, 22 Feb 2018 16:52:58 GMT by Michael Flak Server Systems Administrator

Thank you for the quick response.  We already have the database for our employees and docuware users are sync'd with ldap.  The part we haven't figured out yet is the SQL query to create the filter.  Thanks again.

Posted Thu, 22 Feb 2018 17:26:28 GMT by Phil Robson DocuWare Corporation Senior Director Professional Services, Americas

SQL  "WHERE" clauses are created in the File Cabinet profile section Index filters.
The online Help discusses these filters:
http://help.docuware.com/en/#b57860t62780n80125
What you needd to create is a WHERE Clause something like this:

CURRENTUSERNAME in (SELECT name from [some database and table] WHERE EMPLOYEE_ID = ID)

Employee_ID being the DocuWare field and ID being the matching field in the other table.

 

 

Phil Robson
Senior Director Support Americas

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