Learn how to create data filtration rules to grant your users' access to records are tables.

Before you begin

Role required: security_admin

Note: To create or modify data filtration rules you, must elevate to the privileged role. For details on this process, see Elevate to a privileged role.

Procedure

  1. Navigate to All > Data Filtration > Data Filtration Records.
  2. Click New in the Data Filtration list.
    A new data filtration form displays.
  3. In the form, fill in the fields as needed.
  4. (Optional) To narrow the scope of the rule fill in the Conditions fields as needed.
    Field Description
    Subject Condition All conditions must be met for access.
    Security Attribute Condition All conditions must be met for access.
    Local
    The attribute is defined only in the scope of the data filtration rule.
    Existing
    The attribute is defined by reference to an already existing Security Attribute
    Data condition Defines the conditions for data to be subject to the rule.
    Note: An empty Data Condition will apply to all records in the selected table.
  5. Select Save from the form menu.
    After you have saved your data filtration rule, this rule automatically applies to all records on the selected table, unless specified otherwise by the data condition.