Requestors in Sage X3

Question

I am using Sage X3 V6.5 Patch 27. I have created multiple Requestors. I have put Roles to restrict users view to their own transactions. But the Requestors on the Dashboard does not filter the data, even though all transactions are restricted by users. Is there any way we can restrict Requestors using Roles.

Israel Braunfeld · Accepted Answer

In the regular Requestor you can add a filter in the Advance > Selection Criteria section. Let’s say you want to filter where the current user is the sales rep of the sales order you’ll add to the criteria [F:SOH]REP = GUSER.

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