I haven't tried this example exactly, but what I have done is similar and may help point you in the right direction. I have a smart note built with two info sets. The first info set I pull data from LDAP to get user ID and employee number, the second has data in this case to GM Effort but includes the company/Employee number. I use filter parameters on step 5 (save more options) to use the data from the first info set to populate the data from the second on the dashboard.

Let me know if this helps or need more info. The key is getting the data in the two info sets to match. I had to use an LDAP and JDBC connection to format the data to be exact and filter properly.

Thanks, Mark. That didn't help me though. I have one InfoSet with Company, Acct Unit, etc. (no user info).
I assigned the Category of "Fact" to the Company column in my InfoSet and set the Personal Data Fact for Company to 2900. In the Note I am trying to associate the Company field with the Company Data Value.

How do you get something to show in the "Select from these columns" when trying to set a Condition in the Notification?

Are you saying the default categories do not show up in list? Those usually get loaded during install if I understand what your saying. They are in a file called DefaultCategories.xml. I believe that is part of the install validator.

Let me know if I miss understood the question.

I don't think we're talking about the same thing. I have a list of Personal Data Values, one of which is Company. I set it's value to 2900. Now when I'm in the Smart Note, how do I apply this so that it filters the data displayed within the Note.

Sorry David, I haven't tried the scenario you are looking to build as of yet. I hope someone else posts the remianing piece because I would love to know how to get that working as well.

David, I am trying to filter content/burst a Smart Note using Reporting Services structure/rights that can now be selected in an Infoset, but it's not filtering/bursting. Have you tried this? I had an earlier approach working but it used a brute-forced Lawson internal Infoset that I created with userIDs and accounting units and then linked that to another query of accounting units. Using a variety of steps involving categories, EMPLOYEE.LOGIN, etc. I got it to work, but now it's supposed to be easier: select the RS structure and let the structure/rights handle the filtering/bursting in SN. This is FS 10.1. Do you have any experience with this or know of anyone trying to use it? It' snot filtering. Instead I see all of the data. tis.

Sorry, Susan. I haven't played in the LBI world very much lately. The first way you got it to work is what I would have thought to be the solution.