Filter by current user

You can filter by the currently logged-on user with a special filter condition. The current user is then entered as a variable or place holder. The current user is the user who is currently logged on to CAS genesisWorld.

In public navigators or elements and in exported/imported elements, a filter condition with the actual user ensures that the data records of the logged-on user are displayed.

You can filter in all text fields with the current user entry. You can use this filter condition for example for the Participants and the Tags fields.

Important

The "Current user" variable must entered exactly as it appears in this example: with a capital "C" and in inverted commas.

List views or dossiers with the "Current user" variable are not duplicated.

User names entered in the text field have to correspond exactly to the way the name is written in the program. This is ensured automatically through the Participants field, but can differ for other fields with text. So wherever user names have to be entered in other fields we recommend that you use Input help options and the Current user variable.

Examples

• You are the user responsible for the list views in your team. You apply the filter condition "Current user" to ensure that each colleague views his or her own tasks in the list view.
• In other list views, you can also filter by the current user in the Edited by or Responsible person table fields.
• You can also filter for Tags or Description fields if it is common in your company to enter user names in these fields.
• The Participants field in data records is also a text field.

How to

• For a Table field select a text field.
• Select a Condition.
• Enter a "Current user" as filter value in inverted commas.

As soon as you start typing the entry, it will appear and you can select it by pressing the Enter key.