Configuring actor-based view selection
Defining actors
To select an actor on which to base view selection, AR System server queries the AR System User Application Actor form:
To add actors to AR System server, applications must define them in this form. Adding a large number of entries to this form might degrade the performance of logging in and opening forms.
Each entry (actor definition) in the AR System User Application Actor form should contain this information:
Field | Description |
|---|---|
User Name | (Optional) A user's AR System server login name. To specify all users, leave this field empty. |
Application Name | (Optional) Name of an application to limit this actor to. To specify all applications, leave this field empty. |
Actor | (Required) Name of the actor, such as Request Manager, Request Submitter, or Request Auditor. |
Group Access | Name of one or more access control groups. By default, this field is set to Public. This field (ID 112) controls row-level security. If it is set to NULL, no user has access to the entry, so AR System server will not consider the entry when selecting an actor. |
Order | (Optional) Integer that determines which entry to use when multiple entries contain matching User Name and Application Name values. In this situation, the entry with the highest Order value is used. An Order value of NULL is lower than 0. |
To select an entry from the query results, AR System server uses these criteria:
Entry selection order | User Name | Application Name | Notes |
1 | currentUser | currentApplication | |
2 | currentUser | NULL | Default actor in all applications for this user. |
3 | NULL | currentApplication | Default actor for all users in this application. |
4 | NULL | NULL | Default actor for all users in all applications. In earlier versions of AR System server, the default form view was specified in one of these places:
In AR System server 7.5.00 and later, however, if the AR System User Application Actor form contains this entry, the actor in the entry is always used to determine the form's default view (see Specifying an actor-based form view below). To use the legacy default views, do not include this entry in the AR System User Application Actor form. |
If multiple entries meet these criteria, the entry with the appropriate Group Access value and the highest Order value is used. If multiple entries share those criteria, the first entry returned by the query is used. AR System server uses the actor specified in the entry to select a view. See Specifying an actor-based form view below.
If no entry meets these criteria, AR System server uses the default form view specified in the User Preference form or in the form itself. See How-form-views-are-selected.
Specifying an actor-based form view
If AR System server finds an actor in the AR System User Application Actor form, it uses the AR System Actor View form to select a view based on that actor.
To link actors to form views, applications must add entries to this form. Adding a large number of entries to this form might degrade the performance of logging in and opening forms.
Each entry in the AR System Actor View form should contain this information:
Field | Description |
|---|---|
Application Name | Name of the application that contains the form. |
Form Name | (Optional) Name of the form. If you leave this field empty, the entry is the default for all forms in the specified application. |
Actor | (Optional) Name of the actor. If you leave this field empty, the entry is the default for all actors in the specified application. |
View Label | Name of the view to display. See the view's Label property. |
If you later rename a form or change a view label, AR System server will not automatically update the entries in this form.
To select the appropriate entry, AR System server uses these criteria:
Entry selection order | Application Name | Form Name | Actor | Notes |
|---|---|---|---|---|
1 | currentApplication | currentForm | actorName | View for this particular actor for this particular form. |
2 | currentApplication | NULL | actorName | Default view for this actor for all forms. |
3 | currentApplication | currentForm | NULL | Default view for all actors for this form. |
4 | currentApplication | NULL | NULL | Default view for all actors for all forms in this application. |
If multiple entries meet these selection criteria, the first entry returned by the query is used.
If no entry meets these criteria, AR System server uses the default form view specified in the User Preference form or in the form itself. See How-form-views-are-selected.