19.10 Configuring Tabs based on Role

This section describes how to configure Tabs based on Role.

You can control the access of a tab based on role. For example, if the Account tab is configured for Analyst role, then the only Analyst will be able to view the Account tab.

1. Identify the tab on which you want to provide the control access to the user (based on Role). Here, ##TAB_NAME## is the placeholder for tab Name.
2. Create an SMS function and map it to the UserRole. Or
3. Select the unique Function Code. ##FUNCTION_CODE## is the placeholder for Function Code.
4. Take a backup of following query results from Config schema:

   select * from
           AAI_FF_FORMS_CONTAINERS_B t where t.v_form_code='CM_CASE_CONTEXTN' and
           v_container_name='##TAB_NAME##';

   select * from
           AAI_FF_TAB_DISPLAY_FILTERS tt where tt.n_container_id in (select t.v_container_id from
           AAI_FF_FORMS_CONTAINERS_B t where t.v_form_code='CM_CASE_CONTEXTN' and
           t.v_container_name='##TAB_NAME##')

5. Execute following queries in Config schema before replacing the ##placeholder## with correct values:

   update AAI_FF_FORMS_CONTAINERS_B t
           set t.v_view_mode=1, t.v_function_codes='##FUNCTION_CODE##' where
           t.v_form_code='CM_CASE_CONTEXTN' and v_container_name='##TAB_NAME##'
       delete from AAI_FF_TAB_DISPLAY_FILTERS tt where tt.n_container_id in (select t.v_container_id
         from AAI_FF_FORMS_CONTAINERS_B t where t.v_form_code='CM_CASE_CONTEXTN' and
         t.v_container_name='##TAB_NAME##')

6. Restart Application and Web servers.

For example:

The following example explains configuring the Account tab for a specific user role.

1. Create a function called“TEST”.
2. Take a backup of following query from Config schema:

   select * from
           AAI_FF_FORMS_CONTAINERS_B t where t.v_form_code='CM_CASE_CONTEXTN' and
             v_container_name='Account';
   
       select * from AAI_FF_TAB_DISPLAY_FILTERS tt where tt.n_container_id in (select
         t.v_container_id from AAI_FF_FORMS_CONTAINERS_B t where t.v_form_code='CM_CASE_CONTEXTN' and
           t.v_container_name='Account')

3. Execute the following queries in Config schema before replacing the placeholders with correct values. That is, function code as TEST and tab name as Account.

   update AAI_FF_FORMS_CONTAINERS_B t
           set t.v_view_mode=1, t.v_func- tion_codes='TEST' where
           t.v_form_code='CM_CASE_CONTEXTN' and v_container_name='Account'
   
   delete from AAI_FF_TAB_DISPLAY_FILTERS tt where tt.n_container_id in (select t.v_container_id from
           AAI_FF_FORMS_CONTAINERS_B t where t.v_form_code='CM_CASE_CONTEXTN' and
             t.v_container_name='Account')

4. Restart Application and Web servers.