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Article Goal
Learn how to assign Defined Fields to WebReports users so they can receive customized filter values during report execution in VDM.
What Does Assigning Defined Fields Do?
Once Defined Fields are assigned to users, they can be used in VDM Views to:
Filter data automatically based on user identity
Return user-specific values in columns
Secure Views by hiding data not relevant to the logged-in user
Tip: A Defined Field acts like a dynamic filter value that automatically changes per user—no manual input required at runtime.
Why Assign Defined Fields?
Enforces role-based data access automatically
Eliminates need for duplicated Views across departments or teams
Supports personalized reporting with a single shared View
Integrates seamlessly into both filters (FSGS) and output (columns)
Use Case: A healthcare company assigns the defined field @Department to all users. Each user only sees patient data for their department, without having to select it manually or access restricted data.
Where Do You Assign Defined Fields?
Defined Fields are assigned to users via the Users page under the Management tab in WebReports.
Video Tutorial:
Steps to Assign Defined Fields to a User
Step 1: Open the Users Page
Log into WebReports
Navigate to the Users page under the Management tab
Step 2: Edit the Desired User
Click the Edit User button for the user you want to modify
Tip: Depending on your screen size or zoom level, you may need to scroll or slide horizontally to see the buttons.
Step 3: Open the Defined Fields Dropdown
Locate the Defined Fields dropdown in the user editor
Step 4: Assign Field and Value
Select or enable the Defined Field you want to assign
Enter the value the user should receive for that field
Tip: Be sure to include proper object identifiers (e.g., quotes 'value' or hashes #value#) if required by your database.
Example for a string field: 'Support'
Example for a numeric field: 5
This is the exact text that will replace the Defined Field’s query identifier in VDM queries.
Step 5: Save the Changes
Click off the field selection
Then click Change to apply the updates to the user's profile
Article Summary
Assigning Defined Fields in WebReports gives you dynamic, secure, and personalized filtering for each user without needing multiple Views. Whether you're limiting data by region, department, or role, this feature ensures that each user only sees what they’re supposed to—automatically and without extra configuration in VDM.
Use Case: A company assigns @SalesTerritory to all sales reps. Now, one shared sales report will automatically filter based on each rep’s territory when they log into WebReports.
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