Applying filter on Smart Classifier

[RUDOLPH CHUNG]

I have a Confluence page with a Confiform A with a column c. It is set up as a smart classifier to look up c values in Confiform B. Now Confiform B actually has 2 columns : username and c. What I want to achieve is depending who the current user is, the smart classifier will only contain c's which have been set up specifically for the current user. 

[Alex Medved _ConfiForms_]

Hi

You have tagged the question as for confluence cloud, but ConfiForms does not have a smart classifier field in Confluence cloud at the moment. This field type is available only in server/data center versions of the app.

To answer your question - you need to add a ConfiForms Field Definition Rule macro with action "Apply filter on field" to filter the choices of your smart classifier

See this quick demo: 

http://recordit.co/9IZnnmwdcC

Related question with an answer: https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Filtering-a-ConfiForms-Smart-Classifier/qaq-p/1009804

Alex

[RUDOLPH CHUNG]

Thanks Alex. That solution will allow the user to pick a user other than himself/herself. Whereas, my intended solution is not to give them that ability, but rather check who the current logged-in user is, and apply a filter based on that.

[Alex Medved _ConfiForms_]

The demo I have recorded for you does EXACTLY that - filters out choices based on current logged in used. Have a look

[RUDOLPH CHUNG]

Thanks Alex. Works like a charm.

[RUDOLPH CHUNG]

And if I want to add a Confiform TableView at the bottom of the form to show all records created for which the current user has permission, do I add condition to "Filter to apply on entire dataset"?

[Alex Medved _ConfiForms_]

Yes, you can filter records created by the user by setting the filtering expression in "Filter to apply on entire dataset" parameter

Something like

createdBy:[entry._user] 

will work for your case

[Steven Espinoza]

Hi @Alex Medved _ConfiForms_ 

I went looking for the video...but apparently recordit.co is shut down now.  Can you repost the video perhaps?  

We have a Smart Classifier that we missed during our migration and I am trying to piece it back together.

Any help would be welcome. Thankyou much.

-Steve

P.S.  your video was here: 

...To answer your question - you need to add a ConfiForms Field Definition Rule macro with action "Apply filter on field" to filter the choices of your smart classifier

See this quick demo: 

http://recordit.co/9IZnnmwdcC

[Alex Medved _ConfiForms_]

Hi @Steven Espinoza 

This is basically the same as applying the filter on any other smart field - a good demo on this could be found here https://wiki.vertuna.com/display/TEST/using+apply+filter+on+dependent+smart+dropdowns

There is nothing special about the smart classifier - all you have to know is that the filtering you are applying (in the rule) is on the source form (form where the smart field takes the values from).

Alex