Give the Users What They Want! Dynamic Filtering.
Join Jasmine Lancry, Implementation Engineer, as she explores how to set up views that filter themselves based on who's logged into the application.
January 31st, 2023
One of the more powerful features of the TrackVia platform is that we have the ability to dynamically adjust the data that’s displayed based on the person that’s logged into the system. In other words, users don’t need to see a bunch of data that isn’t relevant to them.
Join TrackVia Implementation Engineer, Jasmine Lancry, to learn about what this feature does, how to set it up, and how you can apply it to your applications!
During this demo, you’ll learn:
- What user groups are
- How to filter by user group and current logged-in user
- Different ways you can leverage the power of dynamic filtering
- Impress your team with new TrackVia skills, or bring them along, so they can learn too.
Related Resources:
Course 8 - Views
Course 2 - Managing Users
Assigning Users to User Groups
Associating Data with User Groups
Creating Dynamic Views Based on User Groups
How to enable Notification Rules
How to send personalized data to a recipient
How to create a filter