Hi all, is there a way to show a waiter report and allow to print only to the one waiter pulling their report, one of my clients is having an issue where all employees can see everyone’s Gratuity and hours, and unfortunately there is not always a manager available when some waiters shift ends, and they need to have a total sales to cash out, this is really causing a lot of clashes with employees, basically they can see everything everyone does, is there any solution for this?
You will want to create a new Entity Screen, set the View Mode to Custom or Layout (no Mappings if you want the users to enter the screen from the navigation menu. You will have to create an automation Command button and map it to the Navigation screen. (Make sure you have “Allow Custom Navigation” enabled in the local display settings.)
For your report you will want to constrain it to show only the current user, this can be done with the expression (TU=$1) Something like this:
{REPORT TICKET DETAILS:T.TicketType,T.Date,T.TicketNumber,T.Id,T.TotalAmount:(TS.Status=Paid) && (TU=$1)}
The $1 will come into play in the next steps.
Navigate to you new entity screen (you may have to log out and back in to see the navigation tile). Right click on the screen and enter into Design Mode. Right click again and add a Report widget. Position and resize the report area to fill the screen. Right Click on the Report area and choose “Settings [Custom Report Viewer]” option. Select the report you want to use from the drop down list. In the “Parameters” field, enter this: {LOCAL SETTING:CURRENTUSER}
Click ok to close the dialog, exit out of design mode by right clicking outside the report viewer box.
Something like this:
Anytime a user logs in and selects the new entity screen, only information constrained to the user will be visible.
(all images are just samples, you will have different names for your setup.)
It depends on how you want it filtered. If you want it filtered by who created the ticket then you would use TCU=. if you want to just use the older Ticket User then TU= is appropriate
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