Creating Personalized Views

Aptify provides several values to create views that show only items associated with the current Aptify user (or current user's Employees record) on a global level. By using these values, an administrator can easily create views for users without having to specify a user's specific SQL user name or Employee ID.

Note that this section is intended for administrators and advanced users.

For example, an administrator can create a Contact Logs view with an AssignedTo = EMPLOYEE_NAME filter (as shown below).When a user logs into Aptify and runs the Contact Logs view, only records assigned to that particular user's Employees record are displayed.

The Aptify viewing system supports the following values to filter view results based on the current user:

Value	Operator Used	Results
EMPLOYEE_NAME	Exactly Matches	Returns the records associated with the current user's employee name. This will return a blank value if the user does not have an associated employee record.
EMPLOYEE_ID	=	Returns the records associated with the current user's Employee ID. This will return a blank value it the user does not have an associated employee record.
SUSER_NAME or SUSER_NAME() or CURRENT_USER or SUSER_SNAME or USER	Exactly Matches	Returns the records associated with the current user's SQL user name.

5.5 Product Knowledge

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Creating Personalized Views