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Embedded view vs private view.... What's the best approach for filtering a view?

Posted on 2007-04-09
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Last Modified: 2013-12-18
Hi,
I trying to design a Notes 7 database that will store activity for a given set of accounts. The accounts have
separate managers and I need the view to filter the account activity so that managers only see the detail for
those accounts that they are assigned to. I considered doing this via a private query, but I haven't used embedded views before and it looks like I could get the same result via that. I've been toying with it but I'm struggling a bit. The base view lists all accounts with the first column being categorized by account name and the next 3 being account activity. I took this and added to a form as an embedded view, then added code to the show single categories (Account = "name of the account"). When I try to create the form it
failed telling me that the Category must be a single string.

Could give me some insight as to what that's telling me? Also, I'm concerned that I'm off on this approach too. Is there a better way to filter, or leverage security,  on a view? For a row, not a column?

Sorry to be so long-winded.
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Question by:BillTr
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Accepted Solution

by:
SysExpert earned 1500 total points
ID: 18876698
Are you using reader/Author fields for security of the Doc or something else ?

You can use Roles, but it is difficult.

The reader/author fields provides the best security, but may require the most up-front work to get everything done properly.

Please provide more details.

I hope this helps !

0
 

Author Comment

by:BillTr
ID: 18876976
Thanks for getting back!
Here is an example of what I'm trying to get into the view.
Base View:
Account                    Activity Date                     Activity                
Acct A                          4/2/2007                         +100
Acct B                           4/2/2007                         +250

Embedded                                                                              
Manger Smith is assigned to Acct A. So he should see
Acct A                          4/2/2007                          +100

The form on which these values exist is called summary1.

I built the base view by just selecting summary1. The field on the form that has the manager name is called test1. Then I inserted that view into a brand new form called "embedded summary" and changed the Show Single Category with the following: (@Name( [CN] ; @UserName) = @Name([CN];test1))
I added my name to summary1.test1 and I thought from there I could create a doc with the new form and see data in the for my name. So far I have not been successful gettting any result.

I up'ed the points on this.
0
 

Author Comment

by:BillTr
ID: 18877211
When in designer, I look at the embedded view on the form I can see the base view displayed. So, I suspect my problem is on the syntax for the single category. The first column in the base view is the user name (test1). I have tried several variations on this, but I either get a blank on the embedded view or I get the single string message.

0
 

Author Comment

by:BillTr
ID: 18885499
I didn't realize that the read field can filter selected rows. Thanks for the fast response
0

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