13.1.2.2.4. Sample – Filter Grid Based on Logged-In User

This sample script demonstrates how to dynamically filter a grid’s content based on the logged-in user’s status, ensuring that users only see relevant information specific to their role or identity when they open the form.

*For example, you can configure a grid to display only those action items for which the logged-in user is designated as the Action Owner, creating a “My Actions” form.

Applicability

This functionality must be implemented in the pre-form action. This is necessary because the grid content is automatically generated when the form is opened, so the filter must be set up beforehand.

Implementation Steps

1. Open Control Properties
   • Navigate to the form and select the grid control whose content you want to filter.
   • From the Control Properties panel, look for the Control Properties field under the Binding category.
   • Click the ellipses () inside the field to open the Control Properties window.

2. Define the Base Query
   • In the Control Properties window, navigate to the Grid tab.
   • In the Grid tab, select the Base Info option. This will enable the Query (HQL Only) field.
     
   • Click the Add ( ) button next to the Query (HQL Only) field. This will open the Query Editor window.
   • In the Query Editor window, define the base query for the grid.
     • For example, to fetch action items: FROM BPMAPP_QMS_ActionItem ai $query
       

3. Modify the Query with Parameters
   • Launch the Code Designer by clicking the Edit Code button in the Query Editor window.
   • Add the following code to filter the query based on the logged-in user:
     
     

     parameters.Add("query", "Where Responsible = ' " + bpmAppService.BPMSServices.MercuryService.Currentuser.ID.Trim() + " ' ");