Filtering Data for the Current User
When setting up a workflow, you can filter data on any Data Page so that it only shows records that belong to the user who is currently logged. Note, that this assumes each record in the database has a value that corresponds to the logged in user.
- Click the Data Page in the Workflow Outline
- Expand the Data Property Panel
- Click the Page Filter Property to open the Page Filter Window
- Configure a filter that includes the [CurrentUser] wildcards as shown the example below
Note: When creating this filter, the fields on the left side are the fields in the Data Page's Record Set. The above example shows how you would return only records where the employee ID in the Data Page's data match the currently logged in user's record ID.
The left side drop-down also includes the CurrentUser wildcards, however, you would only want to select a CurrentUser wildcard from the left side to create a static filter as in 'CurrentUser.accounttype = 'admin'.
Do not select the CurrentUser wildcards on the left side if you are attempting to make a dynamic Page Filter that shows a different set of records for each logged in user based on a field in the Data Page's recordset (as shown above)