Manage User Level Lookup Configuration

This option allows to provide limited access of data to the users. The limited access depends on the filter conditions selected.

Add Lookup

1. Select Add to add new lookup filter.

   

2. Enter the details in the following fields:

   Tag	Description
   File Name	Enter the name of the filter for the lookup to be assigned to the user.
   Lookup Name :	Select the lookup from the dropdown list defined previously in the lookup manager.
   SQL Query :	The SQL query defined in the selected lookup is displayed.
   Filter Condition :	Filters can be set to fetch conditional data deom the database. The format of filter condition is field1='conditional value' were Field1 is the name of the field.
   Test :	The query is tested and results are displayed accordingly. Refer 'Image (a)'.
   User :	Select the user who will be assigned this filter and have data access as per the filter conditions.
   Save :	Save the filter details.

Edit Lookup Filter

Select the lookup filter and select the Edit icon to edit the selected Lookup filter.

Delete Lookup

Select the Delete icon to delete selected Lookup.

Select Yes to confirm the deletion.

Note: Refresh in various grids will help to synchronize for the changes incurred (if any). It is a functionality for a quick update of real time changes.