Share smartlists only with assigned usergroups of a user

Uncategorized
  • The label of the existing application area "Main: Share item filters" is adjusted to "Main: Share item filters with everyone"
  • A new application area is added: "Main: Share item filters with peers"
  • Concerning usergroups: only "custom" can be selected (existing functionality). 
  • Smartlist sharing options are depending on the role privileges granted per individual user.

If the user can execute: Main: Share item filters with everyone (existing functionality)
The user is able to share the smartlist with:

  • Everyone (linked to the workspace)
  • All users
  • All organization units
  • All usergroups

If the user can execute: Main: Share item filters with peers

  • All users of "his" organisation unit. The user must be assigned to an organization unit ( = his team )
    AND all users linked to the his assigned usergroups linked to the related workspaces of the smartlist ( = his equals ).
  • Only members of his organization unit. The user must be assigned to an organization unit ( = his team ).
  • His assigned usergroups linked to the related workspaces of the smartlist ( = his equals ).

The user will not be able to share the smartlist with everyone!
If the related workspaces can't be determined (ex: no list criteria or shown on is defined), then no usergroups and usergroup members are available.

Definition: linked to the related workspaces of the smartlist

  • the smartlist is defined within a workspace -> the workspace
  • the smartlist is defined on the dashboard level -> the workspaces retrieved from the list criteria defined in "contains items from".

If the user has no sharing smartlist executing role (existing functionality)

  • The user is not able to share smartlists

Additional configuration adaptation is required to share smartlists only with peers.
The configurator must assign the appropriate application area role to the designated usergroups.