i would like to create a query that would filter based on who is running the query. Example: Having a query that shows approved invoices based on the particular user running the query would just see the invoices that they approved.
Any ideas
In my opinion find a system BAQ used in a tracker that provides this functionality, copy it, and then customize it to your process. The target BAQ should have the built-in security. Also, you can review my post in the referenced help case:
Mazin
There is a BAQconstant that has current user. You could use that to know who is running the query and do some calculated fields to key off of how to filter based on who is running it. You’ll probably have to build some cross reference into the solution somewhere to make it work, but you could start with hard coding that into your calculated field to get it to work and then think if a more future proof way to do the cross reference.
We wanted to be able to show Project Managers just their projects but also allow their supervisors to see all projects. So we created a security group, linked the UserFile into the Query, and used a calculated field to determine if they were in the admin group or not. This would preserve the view all for the AR manager but give you the selection for all others.
