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Status Future consideration
Created by Guest
Created on Nov 23, 2021

As a user I want to automatically filter the In-basket based on the Logged in Users "Profit Center"

("Profit center" represent the logged-in user’s organization belonging/or branch office location for the logged in user). An Idea of solution: The logged in User (Profile) in Case Client should be able to add(configure) on one or more strings for “Profit Centers” for the logged in User (the user belongs to one or more "Profit center"). The list of strings representing "Profit center" should be persisted for each logged in user in the users logged in profile, and then if a user restarts the browser and return to Case Client, the “Profit Center” belonging to that User should be there in the users setting after a restart. The list in user settings should be able to set/edit manually, by clicking in the user setting in Case Client (to the top right) and add Strings for “Profit Center”. It would also be good if it could be possible in the Case Solution configuration in Workflow Center, if possible to configure a (get) function call to automatically populate the string list for "Profit center", via a server integration (e.g. REST call integration). And then not allow a User to add/remove Profit Centers in User Profile. In Case Solution in Workflow Center, under each configuration of in-basket (for a Case Role), there should also be able to Map a Case Property Criteria to the "Profit Center from User Profile" to a Case Property. In the “Work Page” configuration (in Pages configuration) the In-basket Widget should be able to configure an option to automatically filter the In-basket based on the “Profit Center” when the in-basket loads or refreshes as users might also click on a tab to refresh the in-basket. There should also be additional (security) setting to be able to restrict some Case Roles to see other Profit centers. In Case Configuration in Workflow Center there should be a setting to set whether the users are allowed to modify the “automatically populated” “Profit Center User profile setting” in Case Client, or not. In In-Basket widget there should be a setting whether the “Clear filter” functionality should clear the “User Profile Profit Center”-filter or not because sometimes, “ would mean that a user can see all cases, not only the users and that’s useful in some scenarios/user stories as well.
Idea priority High