Tracker Customization - Customization, BPM or What?

Hi Ross,

Yes, this sounds exactly what I'm looking for - I really prefer a BPM solution, because I want the users to have everything that the legacy Tracker provides - the only thing different for them is that they won't see ALL Suppliers.

If you could send me a copy of your BPM so that I could look at your code, that would be great. (Another user has suggested a BPM that uses "raise exception" and a pre-processing directive directing a post-processing directive - I haven't tried it yet, but it could look similar to your solution.)

Thanks so much on this!
Laraine



--- In vantage@yahoogroups.com, "Ross Hughes" <ross.hughes@...> wrote:
>
> Hi Laraine,
>
> You can append to the whereclause with a BPM. I did this with customers and
> filtered group codes depending on what plant you were located in. Then,
> some departments wanted to see everything so we added a group/user condition
> so it didn't apply to everyone.
>
> This approach will work the same whether it is Supplier Tracker, Supplier
> Maintenance or Supplier Display.
>
> There are a lot of different object/methods to consider as there are a lot
> of different ways to get data. Basic Search, entering vendor id's, quick
> search, baq search and advanced search all use different methods. I only
> applied it to basic search and entering vendor id's.
>
> Let me know if this sounds interesting and I can generate something for you.
>
> Ross
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
> laraines422
> Sent: Thursday, May 13, 2010 10:56 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Tracker Customization - Customization, BPM or What?
>
> We're on Vantage 8.03.407c and I have a request from our Accounting group to
> modify the Supplier Tracker. They want to allow users to see most of the
> Suppliers - with the exception of certain groups (banks, employees, etc.).
> I've tested with Customization and BPM - but with no success. In my
> testing, I created a dashboard that filters out the selected GroupCodes, but
> it can only be deployed as a Tracker as an Advanced Search - correct?
>
> Have any of you customized a legacy Tracker - that will filter out specific
> types of records (in this case, based on Vendor.GroupCode) to a specific
> group of users - and perform just like the legacy Tracker?
>
> Thanks in advance -
> Laraine
>
>
>
>
> ------------------------------------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
> already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report Builder and
> Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
>
We're on Vantage 8.03.407c and I have a request from our Accounting group to modify the Supplier Tracker. They want to allow users to see most of the Suppliers – with the exception of certain groups (banks, employees, etc.). I've tested with Customization and BPM – but with no success. In my testing, I created a dashboard that filters out the selected GroupCodes, but it can only be deployed as a Tracker as an Advanced Search – correct?

Have any of you customized a legacy Tracker – that will filter out specific types of records (in this case, based on Vendor.GroupCode) to a specific group of users – and perform just like the legacy Tracker?

Thanks in advance –
Laraine
Hi Laraine,

You can append to the whereclause with a BPM. I did this with customers and
filtered group codes depending on what plant you were located in. Then,
some departments wanted to see everything so we added a group/user condition
so it didn't apply to everyone.

This approach will work the same whether it is Supplier Tracker, Supplier
Maintenance or Supplier Display.

There are a lot of different object/methods to consider as there are a lot
of different ways to get data. Basic Search, entering vendor id's, quick
search, baq search and advanced search all use different methods. I only
applied it to basic search and entering vendor id's.

Let me know if this sounds interesting and I can generate something for you.

Ross


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
laraines422
Sent: Thursday, May 13, 2010 10:56 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Tracker Customization - Customization, BPM or What?

We're on Vantage 8.03.407c and I have a request from our Accounting group to
modify the Supplier Tracker. They want to allow users to see most of the
Suppliers - with the exception of certain groups (banks, employees, etc.).
I've tested with Customization and BPM - but with no success. In my
testing, I created a dashboard that filters out the selected GroupCodes, but
it can only be deployed as a Tracker as an Advanced Search - correct?

Have any of you customized a legacy Tracker - that will filter out specific
types of records (in this case, based on Vendor.GroupCode) to a specific
group of users - and perform just like the legacy Tracker?

Thanks in advance -
Laraine




------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links