Clarity: Object Action Menu Item should appear if the end-user has Instance Access Right

Document ID : KB000049715
Last Modified Date : 14/02/2018
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Description:

We created an Action Menu Item to launch one Report from the Project Object General Properties page. The end-user is granted Instance Access Rights for 'Report - Run' for this specific Report.

When the end-user navigates to the Project General Properties page > click 'Actions' menu > the menu item does not appear. If you grant the Global access right 'Report - Run - All' to the end-user, then the item appears.

Steps to Reproduce:

  1. Login to Clarity as an administrator user

  2. Administration > Studio: Objects > Project > Actions > click 'New' button

    Fill out all the details for the Action
    Action Name: Run Investment Status Report
    Action ID: run_myreport
    Type: Report
    Select Report: Investment Status (stock report)
    Scope: Global
    Click 'Save' button
    Fill in values for Required Fields
    Click 'Save and Return' button

    Figure 1

  3. Views > Project Properties [Actions Menu] > Click 'General' Menu

    Add the 'Run Investment Status Report' action to the General Menu

    Figure 2

    Click 'Save and Return' button

  4. As the administrator, navigate to Home > Projects > Open a project and see the new item appear as expected because the administrator has global rights to run all reports

    Figure 3

  5. Create a user with restricted access rights

    Administration > Resources > Click 'New' button
    Fill in values to create Resource ID = resource01 and save
    Navigate to Resource's Access Rights Tab > select 'Instance'
    Click 'Add' button
    (Step 1 of 3) Select 'Job/Report' for the Object
    Click 'Next' button
    (Setp 2 of 3) Select / checkmark 'Report - Run' Access Right
    (Access Right Description: Allows user to run a specific report. The right also allows editing of the scheduled report properties and viewing of the output of the report. This right is dependent on Reports - Access being granted.)
    Click 'Add and Continue' button
    (Step 3 of 3) Select / checkmark 'Investment Status' Report
    Click 'Add' button

    Figure 4

    Figure 5

  6. Now grant Instance Access Rights to 'Resource01' for accessing one project instance

    Navigate to Resource's Access Rights Tab > select 'Global'
    Click 'Add' button > Add 'Projects - Navigate' and 'Reports - Access' rights

  7. Logout / Login as 'Resource01'

  8. As 'Resource01' with limited access, the user should have the ability to access the report through Home > Reports and Jobs and also from the Project General Properties > Actions Menu

  9. Home > Reports and Jobs > Jobs (as expected, 'Investment Status' report is available)

    Figure 6

  10. Home > Projects > open/click on Project > Click 'Actions' pull-down

Expected Result: To see 'Run Investment Status Report' action item
Actual Result: 'Run Investment Status Report' action item is not available

Figure 7

Solution:

Workaround:
The end-user can only access the report from the Home > Reports and Jobs > Jobs page with the 'Report - Access' right granted.

Status/Resolution:
Resolved in Clarity 13.0.1 Generic Patch. Reference TEC572268.

Keywords: CLARITYKB, CLRT-67381, clarity13resolved.