Hello Everyone,
Providing a solution that we worked through with a client who uses a lot of Multi-Tenancy.
The main problem was that under the client's particular setup, switching between Tenants "broke" the Export Button on subsequent uses. First time was fine.
We ruled out known issues with the Export Button and identified that it was the way that the Data Partitions, Roles and Access Types were configured.
This advice is NOT needed by every Multi-Tenancy site, but if you see this issue, here is what we worked out to resolve it.
Enjoy!
Kyle_R.
BUSINESS ISSUE
CompanyABC is a Service Provider to many tenanted clients, using Service Desk Manager 12.7.
Access to all tenants is needed by CompanyABC staff who remain in the office.
Some CompanyABC staff work onsite at a client for long periods. For ease of use, they only want to see the tenant information for the one client they are at. They wish to change from being able to see all Tenants, to just seeing one (or a few).
They do not want to use multiple logins due to the difficulty maintaining these, but are okay with multiple Roles.
TECHNICAL PROBLEM
Setting a View Data Partition to restrict access to a Tenant broke the Export functionality, when switching between Roles, when a single Tenant was used.
The Export works fine when done the first time. But after a Role switch, would not work.
Export Button patches have been loaded.
SOLUTION
Set up "Tenant Groups." Move the staff who need to go onsite (In CompanyABC's case, only 1 or 2 at a time) into these Tenant Groups.
The Tenant Group includes the Service Provider "CompanyABC" Tenant, as well as the Tenant/s that they need to work on.
Use an "Update" Data Partition (NOT a View), set to point to the allowed Tenants.
This has an additional benefits of enabling the contacts to adjust their own Notification settings, but still NOT be able to change the Tenants that they can access (which was a problem before this change).