How do you change CI Organization Mapping from Org Name to Org ID?


We have multiple organizations with the same name. We would like to change the CAD Integrator > Batch Associate > Organization Mapping to display the Organization ID instead of the Organization Name. How can I change the list from showing Organization Name to show Organization ID?

You will need to change both the Organization Mapping and the query to call only the Organization ID. After that, clear all caches in Admin Console and do a Full Sync in the CAD drawing. Following these steps, we changed the Organization Mapping from showing Name to showing ID and changing it back. It does not appear to have any negative impact, but there has been no detailed regression testing…

[Admin: To see other related posts, use the CAD tag or Integrator tag.]

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UX: How do you set the Primary Organization via “createRecord”?


I’ve got a data source linked to a query which gets the value of the Primary Organization path for listing triPeople that’s working entirely as expected.

However, I’m having trouble setting the Primary Organization when creating a new record. Here’s the Save function… The console displays exactly what I expect, showing the Organization Path name under “primOrg”. However, when I check the record after creation, the Primary Organization is blank, with everything else filled in as I would expect. Am I going about this completely the wrong way?

When creating a record, the Primary Organization field is auto-populated from the current user’s primary org. What you can do is once the people record is created, you can update the primary org of the just-created record.

[Admin: To see other related posts, use the UX tag or UX Framework tag.]

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Can you use system location in groups to control data access?


We are on TRIRIGA 3.5.2 and 10.5.2. I’ve recently noticed that in our security groups, there is now a “Location Name” field which is hidden. Is this a placeholder field for a future release? Or can we actually use this field to control data access?

No, record security is currently only supported on Geography and Organization. I am not aware of any current enhancements to add Location-based security.

[Admin: To see other related posts, use the Security Manager tag.]

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Why can’t a non-Admin user see reservable spaces in organization?


We have some reservable spaces with system geography and system organization settings. A non-Admin user also has the same geography settings. There are security groups for reservations, and organizations and geography security groups are assigned to him. The geo and org security groups have the same geo and org as the space and profile. But the non-Admin user still isn’t able to see spaces.

He is only able to see them when the first level of the org hierarchy is provided in the group (i.e. \Organization). But as soon as the second level is given in the group, he isn’t able to see them. Can anyone help me on this? I think there is some issue in the org, but I don’t know exactly where it is.

[Admin: To see other related posts, use the Geography tag or Organizations tag.]

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Why do queries that are expected to display data show nothing?


When running queries against records within the application, expected record results are not displayed. Why do queries that are expected to display data show nothing at all?

Within the application, we have a variety of different settings that can restrict a user’s access to record data. The user’s Security Group can restrict access to records at the module and BO level, but each use case is slightly different. 

Within every user-facing record, on the System tab, there are fields for System Organization, System Location and System Geography. These values operate in conjunction with similar fields on the Security Group and the User’s People record to allow and restrict access to records. 

The key is that as soon as the user is given a defined Organization, Location, and Geography, the fields on the System tab of their People record are populated. Once that happens, each record they create will be seeded with that information as well. So far, all is well and good, but those users who lack similar settings are now unable to see those newly created records, unless their System fields are the same as or located at a higher point in the hierarchy.

Another area to consider is the Security Group settings for Organization and Geography. If a user has no values set on their People record, the application can still restrict access by using the Security Group values. This can cause a problem as the Organization and Geography Security is defaulted to null in the as-shipped application. This essentially gives the security code no starting point for determining access and will not display records.

To recap, if the record data does not align with the data in the user’s People record, or the data in the user’s Security Group, the record will not be displayed. As mentioned, there are a couple of things to look for. As an Admin user, compare the user’s record data with the record that should be displayed, and correct any misaligned data. Also, in the Security Group, set the Organization and Geography to the root of each hierarchy by default. For additional details, please review the following TRIRIGA wiki article: Security Overview.

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IV97700: Security group blocks calendar reservation information


We have a problem when we open a reservation from the calendar. It seems that when the user has a primary organization and he opens a reservation from My Calendar, the reservation window is opened, but it doesn’t show any information. However, if the user doesn’t have a primary organization, the reservation window is opened and it shows the information correctly.

When dealing with an organization, geography, and project security, you should use the user’s groups, not override groups. In Reserve, My Calendar, a user with an organization or geography is unable to open a reservation that was created. The security was not using the organizations or geographies from the user’s profile (groups) when determining the user’s access. Instead, it was using the overridden Reserve security group.

[Admin: To see other related posts, use the Reservation tag.]

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