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How to hide name of Role from the top level navigation of the portal

Former Member
0 Kudos

Hi Experts,

In my project, I have created 2 roles Role A and Role B. These roles have been assigned to User X.

When user X logs in, he is able to see name of role that is 'A' in the top level navigation.

As per the requirement, user X should not see the 'A'.

Rather user X should see following:

Top Level Navigation: 'My Work'

When user clicks on 'My Work', he should see

'My Sub Work1' and 'My Sub Work2'.

After that under 'My Sub Work1' user should see following

All Objects of Role A

All Objects of Role B

Name of role i.e. 'A' or 'B' should not be displayed at all at any place in navigation.

Only whatever objects has been assigned to Role A and B should be displayed in detailed navigation area.

Can you please let me know how to achieve this?

Pictorial Diagram:

My Work (In top level navigation)

_________________________

My Sub Work1 My Sub Work2 (In top level navigation)

_________Objects of role

A

|

|_________Objects of role

B

Please note that 'My Work' and 'My Sub Work1' and 'My Sub Work2) are not roles. They are just the name of folders.

Can you please let me know how to achieve it?

Regards,

Brian

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Hi Brian,

Try the following steps.

1. Change the 'Entry Point' property of Roles A and B to 'No'.

2. Create a role folder called 'My Work' under A and B.

3. Set the 'Entry point' property of this folder to 'Yes'.

4. Set the 'merge id' property of the folder as "mywork" (or any other string) under both roles A and B.

5. Under 'My Work' in Role A,

a. Set the 'Merge Priority' property to 50.

b. create subfolder 'My sub work1' and create all your objects.

6. Under 'My Work' in Role B,

a. Set the 'Merge Priority' property to 100.

b. create subfolder 'My sub work2' and create all your objects.

7. Make sure the user is assigned both the roles A and B. Only then he/she can see objects of both the roles.

8. One thing to remember while merging folders is that, all the entities that are being merged should be at the same level. For eg: in our case, you cannot merge 'my subwork1' in role A, with 'my work' in role B.

Reward points if helpful.

Regards,

Priya

Answers (3)

Answers (3)

Former Member
0 Kudos

Hi Brian,

1) In both roles, Role A & Role B create a folder with same name as MYWORK & give merge id as mywork. Make entry point for roles A & B as No.

2) under MYWORK folder in Role A, create My Sub Work1 folder and give merge id as my_sub_work1 & make entrypoint as yes for MYWORK folder. and entrypoint for my sub work1 folder as no.

3) Now place all the iviews under My Sub Work1 folder.

4) under MYWORK folder in Role B, create My Sub Work2 folder and give merge id as my_sub_work2 & make entrypoint as yes for MYWORK folder and entrypoint for my sub work2 folder as no

5) Now place all the iviews under My Sub Work2 folder.

after doing the above steps, assign role A & role B to the user. now you will find MYWORK in top level navigation and my sub work1 & my sub work2 under mywork.

regards,

vv

Former Member
0 Kudos

Hello.

You could do this.

Create another role, lets call it TemplateRole.

In this Role create the folders that you want.

MyWork (Define it as entry point and set Merge ID = 1, Merge Priority = 1)

--MySubWork1 (Merge ID = 1, Merge Priority = 1)

--MySubWork2 (Merge ID = 2, Merge Priority = 1)

Now modify the roles A and B in the following way:

Create the next structure

1stLevel (Define it as entry point and set Merge ID = 1)

--2stLevel(a) (Merge ID = 1)

In the 2stLevel(a) folder add the iviews of the role (the same for A and B).

Now add the 3 roles to the user and voila.

You can check a print screen in the following URL http://www.juangoduque.com-a.googlepages.com/roleTest.jpg

hope it helps,

Juan Gonzalo

Former Member
0 Kudos

Hi Brian..

Answer to ur query is :

CONCEPT OF ROLE MERGING.

If you want to assign two roles to a user but dont want them to appear as two roles,

you can use the concept of Merging of Roles.

Here,one can allow the user to see only that role in the top level navigation,whose

priority has been set as low.Although the contents of the other role are visible too,

but only n the second level navigation,with the contents of the higher priority role.

This is done by setting the merge-id of the two roles as one string(e.g. merge), and

then setting the merge-priority of the role you want to be visible in Top level navigation

as 99,while setting the other role's priority as 100.

This ensures that only one of the two (or many roles are visible).

HOPE THIS HELPS...

DO POUR IN POINTS IF ITS HANDY..

thanx.