Xtraction enables designers to restrict the content that displays in a dashboard or document by adding variable condition filters. The filters ensure that the dashboard or document content can be used universally, not just for a single user.

For example, let's say a dashboard displays all tasks (such as incidents, requests, and changes) assigned to all users. By using a variable condition filter such as "Assignee" equals "@username" (where "@username" represents a variable for each potential user), the designer ensures that any user can enter their own username to view the tasks assigned just to them.

It's the Xtraction administrator's responsibility to create the variables and assign them to user accounts. Afterward, it's the task of a designer to associate the variables with the content by way of a filter condition. Designers will only see variables that have been assigned to their own user account. For details, see the User Guide topic "Filters."

Assigning variables to user accounts

Xtraction provides two ways of assigning variables to users:

Use the Administration > User Administration link > Variable Administration tab to assign variables to one or more users at a time.

Use the Administration > User Administration link > User Administration tab to assign variables to one user at a time.

You can also enable users to edit the variable value through their user profile when they click the Profile > Settings link > Variables tab. Most users will not need to edit variable values. Only select the edit option for the few users who have unrestricted access to data, such as senior managers or executive designers. Only editable variables will display in a user's profile.