Hey, So I am creating a dashboard for individual sales representatives at the company and we need to have them able to view key performance indicators but would like to not allow them to view this data for sales reps other than themselves. Is there a way to use a GI for the widget without them being allowed to go to the GI and access the data of the other users?
Generic Inquiry for dashboard but not usable by end user
Hi
You could add a condition to the GI to limit the results based on the current user by using the special @me filter value. Each user’s dashboard would show their own results and they could drill into the GI to see the records.
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/182e5b87-21c7-4b26-8b9b-0c771bfa91a3.png)
Hope this helps!
Laura
Is there an alternate solution to this problem for GI’s that do not have user specific fields to use as a basis of restriction? I’m hoping to avoid the business need of creating multiple copies of my GI where the restrictions for conditions are hard set. Would much prefer to add a condition to the Dashboard(s) and disable user customization and drilldown.
Is there an alternate solution to this problem for GI’s that do not have user specific fields to use as a basis of restriction? I’m hoping to avoid the business need of creating multiple copies of my GI where the restrictions for conditions are hard set. Would much prefer to add a condition to the Dashboard(s) and disable user customization and drilldown.
basically the solution for us was simply to have a “Managers” and “Users” GI which are exact copies with the Managers having the normal one and the Users having one with the built in restriction, you can use the copy tool in the GI editor to quickly create an exact copy of whichever GI you are using then give it the Condition and a prefix on the GI name to easily Differentiate them.
basically the solution for us was simply to have a “Managers” and “Users” GI which are exact copies with the Managers having the normal one and the Users having one with the built in restriction, you can use the copy tool in the GI editor to quickly create an exact copy of whichever GI you are using then give it the Condition and a prefix on the GI name to easily Differentiate them.
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