Display Selected OUs In Views
This feature enables the users to select a particular OU to be displayed in the Views. This is an enhancement to an already existing feature where the View OU shows applicable Forms based on the lowest level of OU structure assigned to the user.
Enable Selected OU to Display in the Views
- Login to the app.
- Navigate to Administration > Smartform Builder > Form Template > Raise a form.
- Enter the details in mandatory fields (Initiator, Form MR, and OUs), and select Save to save a raised form.
- Select View Library, open the view (form) created for the above template Select the Edit button, and add OUs in the columns displayed. The View is saved and displayed under recently created records.
5. Under View select Yes for the setting Restricted to GSR OU Levels, select MainOU for the setting Select GSR OU Group, select Yes for the setting Restrict records to users current OU levels (standard OU structure), and select Level 2 – Division for the setting Restrict View to particular OU and select Save.
6. View displays the selected Level 2 OU as per the settings.