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Hi,

 

We have a form which has the following fields:

 

The “Update Manager” is a search field which is using the lookup “CONTACT USER”:

 

 

We have users across multiple businesses and it appears the “Update Manager” field is filtering out the users based on the user filling out the form so the user filling out the form only sees users who are part of their business - this works the way we need it to work but I’m not sure how this has been configured as the lookup “CONTACT USER” does not exist in Custom Lookups.

We want to create another version of “CONTACT USER” but for the “Update Office” and “Update Department” fields so it would only show offices and departments of the user filling out the form. If possible, we would like to create this based on a users CSG so if a user is part of a particular CSG then they would only see offices and departments that are part of their business.

Any help would be greatly appreciated.

Kind regards,

Danyal Ahmed

The CONTACT USER lookup is a ‘system’ lookup based on the contact user table (the usr table in the DB). That is why you don’t see it in the Custom Lookups in the customizer.

Since the field does not have a filter on it, I am assuming that a user is only seeing users from their business area based on the user’s CSG restrictions. This makes sense if you have users segregated by CSG based on their origanization.

If you don’t have CSGs activated on location or organization records, then you will need to use a system lookup based on the entity you are trying to search. For example, if your department is a ‘section’ record in assyst, you would use the ‘SECTION’ as the system lookup and apply a filter based on the affected user’s section, something like:

select section.id from sectn as section where section.shortCode=@*@$new.affectedUser.department.section.shortCode@*@

The additional system fields were introduced in 11.5.

https://wiki.axiossystems.com/assyst11-5Wiki/index.php/Overview_of_the_Use_of_Expressions_and_Filters_in_assyst#Lookup_Filter_Expressions

 

   

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