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How to: disable report components per role 

Thu September 01, 2016 07:28 PM

In some cases it’s desirable to disable or gray out link button report components for specific user roles.  

 

 

This can be accomplished by using apptio script within component ‘enabled’ field. This is an explanation on how to accomplish just that.  

Note: @apptio.com domain user cannot view the results properly unless user impersonates customer specific role account and sets that role. 

 

  • Select a component to modify. For example we will use “See where IT spend is going” link button. 

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  • Click Author Tab

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  • Open the report in edit mode. For example we will use service costing home report. 
  • Click just a little below the button to select the component  
  • Click properties button 

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  •  Once dialog opens, enter the following apptio script code into the enabled field. 
  • <%=If(eval("=$CurrentUser:Users.Role")="Analyst","disabled","enabled")%> 
  • Replace ‘Analyst’ with a specific role for which you want to disable or gray out the button. 
  • Click Apply > OK   

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  • Save report 

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  1. To test the effect:  
  1. Open a new browser window  
  2. Log in as the user with the role in step 4  
  3. Set user’s current role to one in step 4 if this user has multiple roles. 
  4. View the report 

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#CostingStandard(CT-Foundation)

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Comments

Tue June 12, 2018 07:09 PM

I prefer to hide the button/group altogether rather than gray them out since the latter inspires some users to log a support ticket thinking something is not working. Hiding the item prevents any issue.


#CostingStandard(CT-Foundation)