Build an IT Helpdesk

Video Synopsis



  • Ned Pajic, Technical Evangelist, Caspio



Ned Pajic:

Hi, welcome back to this video guide on how to build an IT help desk application. In part three, we will learn how to create views to filter out users based on their unique role and how to create login screens to pass or protect all the functionality. Let’s have a look.


Setting Up Different Views

Now that we have all of our tables created, let’s move down to “views.” Views are going to allow us to filter data from the tables. Whatever information you want to be able to see inside the view, you can configure it in order to filter out the specific data that you’re looking for. In this case, we’re going to build three different views. We want to be able to filter out our admins, our IT employees, and also our users. Let’s set up our first view and let’s give it a name. I’m going to follow the same naming convention.

I’m going to use the same prefix “ith_filter_active_admin.” I’m going to filter the information from the user’s table, we’re going to move that table to the right and we’re going to click “next.” Using the criteria tab, you’re going to find these drag and drop elements that you can snap in place. They are small widgets that snap in place like Lego pieces. If you want to start over, just hover over the trash can and let it go, or you can click on the reset link. How do we configure this in order to filter out active admins?


Filter out Active Admins

First, you move over to “field element,” you snap that in place and then you select the “field role.” You want that field to equal the value of admin. Since first we’re looking for active admins, let’s make sure that’s the value. Since you’re looking for active admins, you need one more field element. You need to select a field account status and you want that to be checked.

Both of these two conditions are true if value equals admin and if the account status is checked. Now this view is going to filter out only active admins from your table. Let’s open it to verify. All right. And now you can see Carrie Smith, she’s the only admin from our table. She is an active employee, so the view is going to filter her out. Let’s build our two additional views to filter out IT employees and also low level users.


Filter out IT Employees

Our second view, ith_filter_active_IT. Same user’s table and criteria tab. Let’s set this up very quickly. Set the role field equals IT, and we’re looking for active IT employees. We want the account status to be checked. Let’s take a look. Let’s open the view just to verify once again; you can see Rogers listed as our IT employee.


Filter out Active Users

One more view left, which is to filter out active users; ith_filter_active_users, from the same user’s table. Move that to the right and click “next.” One last time in the criteria tab, we’re going to select our roll field “equals to user.” Since we’re looking for active users, we want the account status to be checked.

Let’s open to view, and there you have Mike Lee. This is how in Caspio at a later time, you’re going to be able to give different types of users access to different interfaces. You first have to build these views to filter out the correct users based on their different roles. The final step to building a foundation in Caspio is to build authentications. Authentications are essentially login screens that later on you’re going to apply to all of your web interfaces. If somebody wants to see a web form or somebody wants to see a report, they’ll first have to log in using some kind of an email and password credential combination. Upon login, they’ll be able to gain access to all the functionality. Let’s go to this object here. Just like with views, we’re going to have to set up three different logging screens. Let’s set up our first one.


Creating Login Screens on top of the views

I need to select my data source as the very first step. You’ll notice in this dropdown, we now have all three of those views. Let’s begin with the admin level. For your setup option, you can have a quick login screen if needed, but I prefer custom because you get a lot more customization options. You can validate the people that are logging into the application using a Caspio data source, which is the view that we have selected up here. They can also log in using social media, a combination of both Caspio credentials and social media. Finally, SAML, which is a single sign on feature that’s available on higher end plans where your employees can log into their applications using their own network credentials. Today we’re going to focus on Caspio data source, which is the recommended. We have our two login fields, email and password.

I’m just going to change the label to say “email.” Down here below, you can also expand advanced settings. In the advanced settings you have some customizations as well. Once you’re done making these modifications, you can just close that screen. At the very bottom right hand corner, you can click on “create” to set up your first login screen, let’s give it a name; ith_admin_ login. Now you can set up two additional login screens, one for your IT and the other one for your users. Let’s take a look and see how quickly we can do that. Here’s my view, that’s filtering IT. Select “custom,” “recommended” and change the label to “email.” At the very bottom, just click on “create” and let’s give it a name; let’s call this ith_IT_login. 

Last but not least, “new authentication.” Select the view that’s filtering the users, “custom,” “recommended” and then just change the label to say email, or you can change the label to say whatever you want it’s completely up to you. Click on “create,” and let’s call it ith_User _Login. This completes the video on how to set up different views to filter out employees based on a unique user role and how to create login screens on top of the views, which you’ll see in the following video. Once you attend part four of this video guide, you will see how we build all the forms and reports and how we apply these login screens to each one of those data pages. Thanks for watching part three. I hope to see you in the next video.

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