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Content filtering for Flow Designer

Specify what content a user can access based on the user's role.

Display only content that is relevant for a particular user, hiding content that is unnecessary or sensitive. For example, if an hr_manager in human resources is creating a flow, show only the set of actions and subflows that are relevant to HR cases.

Content filtering uses:

Content definitions to specify types of content.
Content filtering rules to determine who can access the content.

Flow Designer includes several default definitions and filtering rules. Set up content filtering by modifying pre-existing rules or creating your own.

Content definitions

Content definitions specify a type of Flow Designer resource. Resources are the key components of Flow Designer, such as triggers, actions, and subflows. Create definitions to include an entire resource, or refine your definitions through conditions. For example, you can create a definition that includes all flow triggers, or you can use conditions to include only triggers with a category of date.

You can further refine content definitions through tagging. Add tags to items in a resource list, then design your content definition to only include resources with that tag.

Content filtering rules

Content filtering rules specify the role a user must have to access the content in a particular definition. Each rule associates a single user role with a single content definition. When a user accesses Flow Designer, filtering rules determine what content the user may access based on the user's role.

Read-only flows

Users may be able to view a flow, subflow, or action containing components that they can't normally access. For example, a flow that's visible to a user might include an action the user wouldn't usually be able to view. When a flow contains a restricted component, the entire flow becomes read-only. Users can run the flow but can't modify or copy it.

Table 1. Access summary
Resource filtered	User has role	User does not have role
Flow	The flow is visible to select during design. The flow can be copied. The flow can be modified.	The flow is hidden and cannot be selected during design. For example, the flow is hidden when creating a Process Automation Designer activity definition. The flow cannot be copied. The flow is read-only.
Trigger	The trigger is visible to select during design. Any flow that includes the trigger can be copied. Any flow that includes the trigger can be modified.	The trigger is hidden and cannot be selected during design. Any flow that includes the trigger cannot be copied. Any flow that includes the trigger is read-only.
Subflow	The subflow is visible to select during design. Any flow that calls the subflow can be copied. Any flow that calls the subflow can be modified.	The subflow is hidden and cannot be selected during design. Any flow that calls the subflow cannot be copied. Any flow that calls the subflow is read-only.
Flow logic	The flow logic is visible to select during design. Any flow that includes the flow logic can be copied. Any flow that includes the flow logic can be modified.	The flow logic is hidden and cannot be selected during design. Any flow that includes the flow logic cannot be copied. Any flow that includes the flow logic is read-only.
Action	The action is visible to select during design. Any flow that includes the action can be copied. Any flow that includes the action can be modified.	The action is hidden and cannot be selected during design. Any flow that includes the action cannot be copied. Any flow that includes the action is read-only.
Step	The step is visible to select during design. Any action that includes the action can be copied. Any action that includes the step can be modified.	The step is hidden and cannot be selected during design. Any action that includes the step cannot be copied. Any action that includes the step is read-only.

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Content filtering for Flow Designer

Specify what content a user can access based on the user's role.

Content filtering uses:

Content definitions to specify types of content.
Content filtering rules to determine who can access the content.

Flow Designer includes several default definitions and filtering rules. Set up content filtering by modifying pre-existing rules or creating your own.

Content definitions

You can further refine content definitions through tagging. Add tags to items in a resource list, then design your content definition to only include resources with that tag.

Content filtering rules

Read-only flows

Table 1. Access summary
Resource filtered	User has role	User does not have role
Flow	The flow is visible to select during design. The flow can be copied. The flow can be modified.	The flow is hidden and cannot be selected during design. For example, the flow is hidden when creating a Process Automation Designer activity definition. The flow cannot be copied. The flow is read-only.
Trigger	The trigger is visible to select during design. Any flow that includes the trigger can be copied. Any flow that includes the trigger can be modified.	The trigger is hidden and cannot be selected during design. Any flow that includes the trigger cannot be copied. Any flow that includes the trigger is read-only.
Subflow	The subflow is visible to select during design. Any flow that calls the subflow can be copied. Any flow that calls the subflow can be modified.	The subflow is hidden and cannot be selected during design. Any flow that calls the subflow cannot be copied. Any flow that calls the subflow is read-only.
Flow logic	The flow logic is visible to select during design. Any flow that includes the flow logic can be copied. Any flow that includes the flow logic can be modified.	The flow logic is hidden and cannot be selected during design. Any flow that includes the flow logic cannot be copied. Any flow that includes the flow logic is read-only.
Action	The action is visible to select during design. Any flow that includes the action can be copied. Any flow that includes the action can be modified.	The action is hidden and cannot be selected during design. Any flow that includes the action cannot be copied. Any flow that includes the action is read-only.
Step	The step is visible to select during design. Any action that includes the action can be copied. Any action that includes the step can be modified.	The step is hidden and cannot be selected during design. Any action that includes the step cannot be copied. Any action that includes the step is read-only.

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Content filtering for Flow Designer

Content filtering for Flow Designer

Content definitions

Content filtering rules

Read-only flows

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Content filtering for Flow Designer

Content filtering for Flow Designer

Content definitions

Content filtering rules

Read-only flows

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