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Is there a way to limit the available Primary Business Roles in v9.2 web porta\Data Administration\Create Identity?

billy pearson
5 days ago

Greetings everyone,

I have a customer that is planning to limit the Data Administration\Create Identity option in the web portal for adding external users only. Their current process involves the assignment of a Primary Business Role to kick-off access assignments in the Joiner process so I have added that field to the "Create Identity" page.

The issue we have is, when selecting the option to assign the Primary Business Role, it lists EVERY business role in the system. Since this will only be used for external users, the customer asked if there is a way to limit the Primary Business Roles shown to the specific category they have for contractors.

Can anyone offer some guidance on how/if this can be accomplished?


  • 0 4 days ago

    Hi Billy,

    You can create a custom configuration key in the Apiserver to limit the results of a foreign key (Person->Business Roles, via Person.UID_Org)

    1. Go to your apiServer and select Admin portal, log in.
    2. In the left pane, select Configuration and in Api Project select Web Portal
    3. In the three-dots menu on the right side click on Create Configuration Key
    4. Select Object Selection Filter
    5. In the box, enter the table and the foreign key. If it is for Person and business roles, enter Person.UID_Org. Click Create
    6. Scroll down the list of configuration keys, locate the Properties Configuration and the newly created entry "Person.UID_Org". Click it
    7. In the value field, enter a where clause that will select the list of Business Roles you need to list for your custom needs.
    8. Save your changes. 

    See this thread ( RE: ApiServer: Configure service categories and products to display  ) and others related.

    HtH!

  • 0 3 days ago in reply to juancarlos camargo

    Thank you very much Juancarlos, I'll present that idea to the customer :)