In a global LIMS system, organizations often operate multiple sites that manage their own samples, tests, assets, consumables, instruments, and design data. Filtering these records by the sites to which they belong minimizes the risk of mistakes such as selecting the incorrect sample or moving records to an incorrect location. When this feature is configured, the system places a default filter on LIMS screens that only shows site users the records owned by their site. However, users can remove this filter if they need visibility into records belonging to other sites.
To configure default filters for Owning Sites, complete the following steps:
- Activate the Organization and Department object reference fields on the User object. The User’s Organization field value is what is added as a filter value on LIMS screens.
- Activate the Owning Site and Owning Lab fields on the below objects and add them to the corresponding page layouts.
- Activate Owning Site on: Spec Data, Sample Plan, Test Definition, Spec Execution, Lab Sample, Lab Test, Spec Data Mapping, Lab Location, Asset Family, Consumable Family, Asset, Consumable, Label Definition, Study Design, Study, Inventory, Material, Batch
- Activate Owning Lab on: Lab Sample, Lab Test, Lab Location, Asset Family, Consumable Family, Asset, Consumable
- Optional: On the Lab Sample object, add criteria VQL to the Current Location field. This filters the list of Lab Location records based on Owning Site:
organization__v = .
After this configuration is complete, the filter row is automatically added and the filter is applied where applicable. A filter row is added when the following conditions are met:
- The target object’s Owning Site field is active
- The current user has read access to the field
- The User Organization field is active
- The current user has access to the Organization field
If the user’s Organization field is active but contains no value, a filter row is still displayed but the filter value is empty, no filtering is applied, and all records remain visible.
Permissions
To use this feature, users must have READ access to the Owning Site field on the Spec Data, Sample Plan, Test Definition, Spec Execution, Lab Sample, Lab Test, Spec Data Mapping, Lab Location, Asset Family, Consumable Family, Asset, Consumable, Label Definition, Study Design, Study, Inventory, Material, and Batch objects.