Transform

Assign a User to a Filter for Report Delivery Pages

A user can only be assigned to one filter at a time. If the user selected is assigned to another filter, the current filter assignment will be removed before a new filter assignment is made.

To add a user to a filter by filter in Transform:

  1. Select Configuration > User Filter > User Filter (By Filter) in the Navigation pane.
  2. Click the Business User Assignment icon for a filter.
  3. Select the user(s) on the User Filter User Assignment page.
  4. Click the Assign Business User (the + sign) icon in the Page toolbar to assign the user(s) to the selected filter; a confirmation message displays.

    NOTE: To select a contiguous range of records, hold down the Shift key and select the first and last records in the range. To select a noncontiguous range of records, hold down the Ctrl key and select each record.

To add a user to a filter by user in Transform:

  1. Select Configuration > User Filter > User Filter (By User) in the Navigation pane.
  2. Select a user on the User Filters By User Parent page.
  3. Select a filter on the Assign Filters By User page.
  4. Click the Assign Business User (the + sign) icon in the Page toolbar to assign the user(s) to the selected filter; a confirmation message displays.
  5. Click OK; a check mark displays in the MEMBER column for the filter selected.

NOTE: The browser must be refreshed in order for the Assign User Filter column for the user count to change to 1.