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How to make Source Filters mandatory for report writers
Question Asked

Currently when a source access filter is enabled in the view level, they become available to use in the report edit level.

How do we make these access filters mandatory for report writers so that the restrictions are applied to the reports at all times without fail?

What is the impact on making them default in the view level? Because still in report edit level they appear as un-ticked and editable as opposed to ticked and read-only.



Fri Jun 27, 2014 11:49 AM

Hi Shanika,

You were close ;).

At the view level, you do need to choose this source filter as a 'default filter'. This will ensure it's selected for any report created against this view.

However, in order to stop a writer from un-ticking this, just make sure their role doesn't allow it. See role function below 'Access Filter', and make sure it's 'un-ticked':

Please let me if this doesn't give you what you were after.



Thu Jul 3, 2014 1:18 PM

Thanks David.


Thu Jul 3, 2014 1:57 PM