How to use different forms for different users

You may want to display the information differently for different users – for example, some information should be visible to some users, but not others. You may also want to display the information using different colors and fonts. Aware IM allows displaying different forms for different categories of users based on their access level. There are three types of forms used in Aware IM – object forms, presentations and visual perspectives (see How to design a form).

When configuring a business object form you can specify the access level(s) that the form will be used for. Therefore if you want Aware IM to display different forms for users of different access levels you can configure several forms for the business object and specify the access level(s) that each form will be used for. See the “Adding/Editing Forms” section for details.

Presentation is usually used to display the results of a query in a non-standard fashion. Therefore you can configure different presentations and different queries (each displaying its own presentation) and configure the application to run the query appropriate for the access level (for example, a menu item in a visual perspective for one access level could run one query, whereas the menu item in a visual perspective for a different access level could run another query) - see the “Configuring Queries” section]. Alternatively you can design conditional elements in your presentation, the conditions of which will check the access level of the current user (this is recommended only if the differences in presentations for different users are small). The example of such a condition:

IF LoggedInRegularUser.AccessLevel = 'Operator' THEN ... 

See also the “Editing Conditional Element” section.

You can specify the access level that the visual perspective will be used for as part of the configuration of the visual perspective. Therefore you can configure different visual perspectives for different access levels. See the “Adding/Editing Visual Perspectives” section.

  • Last modified: 2023/05/09 01:57