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en:adminmanual:filtermanagement [2019/04/07 17:42]
joebordes
en:adminmanual:filtermanagement [2020/06/27 02:13] (current)
joebordes
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 With the "​Default Setting"​ set to true, we can define the **C**reate, **R**etrieve,​ **U**pdate, **D**elete and **A**pprove permissions that all users will have over in the module. With the "​Default Setting"​ set to true, we can define the **C**reate, **R**etrieve,​ **U**pdate, **D**elete and **A**pprove permissions that all users will have over in the module.
  
-From a developer point of view, the module gives a set of services: +===== Sync with List View Filters =====
- +
-  * getDefaultView(module,​ user): which returns the default view for a module and user +
-  * getAllViews(module,​ user): will return all the views a user has access to on the module +
-  * getPermission(CustomViewID,​ user): CRUD-A permissions on the filter or Module if the filter is ALL +
- +
-The getAllViews service can be retrieved via the **getAllViewsByModule** web service method.+
  
 When a new filter is created on a module, the application will automatically create a cbCVManagement record with these settings: When a new filter is created on a module, the application will automatically create a cbCVManagement record with these settings:
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 This will permit you to create a workflow that detects the "Set Public"​ checkbox and send an email to any user who needs to **Approve** the filter for other users. This will permit you to create a workflow that detects the "Set Public"​ checkbox and send an email to any user who needs to **Approve** the filter for other users.
  
 +When a filter is updated, the shared fields are updated.
  
 +===== Escalation Rules =====
  
 +The escalation process followed to decide if a view is accessible or not is
 +  * search for a mandatory default record
 +  * search for a non-mandatory record that belongs to the role of the user
 +  * search for a non-mandatory record assigned to the user
 +  * search for a non-mandatory record assigned to any group of the user
 +  * search for a non-mandatory record as the default setting for the module
 +  * if no record is found then the ALL view for the module will be returned
 +  * if no record is found then an empty array will be returned
 +
 +
 +===== Developement =====
 +
 +From a developer point of view, the module gives a set of services:
 +
 +  * getDefaultView(module,​ user): which returns the default view for a module and user
 +  * getAllViews(module,​ user): will return all the views a user has access to on the module
 +  * getPermission(CustomViewID,​ user): CRUD-A permissions on the filter or Module if the filter is ALL
 +
 +The getAllViews service can be retrieved via the **getAllViewsByModule** web service method.