Filtering data on the portal based on organization

[Gee Udobang]

Hi,

I have set up JSD for customer (the customer service desks agents) to log 2nd line support tickets and i have created custom lists with all locations by client and all devices by location and would like to filter those lists based organisation of the customer. I created these lists using custom fields.

Is there any way to link the data to the organisation and filter the list to those of their organisation.

Cheers,

Gee

[Mariana_Pryshliak_Saasjet]

Hello @Gee Udobang 

If I have understood you properly, you can try to do these few steps.

Try to add only those group of people you need to the User Groups and add in the "Browse project" configuration. And you could see only those info you need!

I hope it helps.

Best regards, Mariana.

[Gee Udobang]

Hi Mariana,

That was already set, will that link to the data in the drop down list?

Cheers,

Gee

[Michael Andolfatto]

Hi @Gee Udobang ,

This is a default setting you're able to configure in JSD within Project Settings > Customer Permissions. 

[Gee Udobang]

Hi Michael,

Thanks for your response, i guess i didn't explain my situation properly, the custom field i created contains a list of locations and devices, but they pertain to specific customers and i want to be able to filter those lists based on the client logging the request so they only see devices and locations that apply to their organisations.

Hopefully this clarifies my question, i appreciate any help or steer you can offer.

Cheers,

Gee