Adding Custom User Filter Criteria

You can create custom user filter criteria by writing a SQL statement that further limits which documents a user can access. Use custom user filter criteria if assigning users or groups permissions to folders or Document Types is not sufficient to meet your security needs.

For example:

  • Allow customers to log in to WebDocs, but only allow them access to documents with their customer number.
  • If you have many stores, allow each store to only see its own reports or documents.

To add custom user filter criteria:

  1. Create a user or edit an existing user.
  2. On the Edit User screen, press Enter.

    Custom User Filter Criteria displays.
  3. Type an SQL WHERE statement that limits the documents this user can access. The WHERE keyword is always implied, so you do not need to include it.

    Note:This field can hold up to 2,000 characters.

    You can use any of the fields in the DOCS00 file in the RJSIMAGE library:
    DOCS00 Field Description
    DOCID

    The document's ID.

    TITLE

    The document title.

    DOCTYPE2

    The Document Type.

    For example: AR, AP, and so on.

    CHKDATE

    The document's creation date.
    FOLDER1- FOLDER5

    The folder levels 1-5.
    KEYWORD1 - KEYWORD10

    Search keys 1-10.
    DCSPOOL

    The spool-file name.
    DCDATE

    The spool-file date.
    DCUSRDTA

    The spool-file user data.
    DCUSRDFN

    The spool-file user defined data.
    DCUSERID

    The spool-file user ID.
    DCFORM

    The spool-file form type.
    DCJOB

    The spool-file job name.
    DCOUTQ

    The spool-file output queue.
    DCOLIB

    The spool-file library.


    For example:

    • To only allow customers to see documents where search-key 1 is their customer number,123456, use:

      KEYWORD1 = '123456'
    • To only allow customers to see documents where search-key 1 is their customer number,123456, and the title is ORDER or INVOICE, use:

      (KEYWORD1 = '123456') AND (TITLE = 'ORDER' OR TITLE = 'INVOICE')

    • To only allow customers to see documents where search-key 1 is their customer number,123456, the title is ORDER or INVOICE, and the folder name is CUSTOMERS, use:

      (KEYWORD1 = '123456') AND (TITLE = 'ORDER' OR TITLE = 'INVOICE') AND (FOLDER1 = 'CUSTOMERS')

    • To only allow a user to see their own HR documents in the folder HR, where search-key 1 is their employee number, 123456, but not restrict the user's access to other documents in other folders, use:

      (KEYWORD1 = '123456') OR (FOLDER2 <> 'HR')

  4. Press Enter.

    The custom user filter criteria is saved for this user.

 

Copyright © HelpSystems, LLC.
All trademarks and registered trademarks are the property of their respective owners.
ProductVersion | 201803231252 | March 2018