Data Filtration - Filter Incidents/Requests

[Filipa Fonte]

Hello!

I'm using Data Filtration to filter HR Incidents and Requests from users that don't have an HR role.

This is working fine:

• Users with HR role can see all Incidents and Requests, including HR
• Users without HR role cannot see HR Incidents and Requests

But now I'm having an issue with users that are the caller/requested for. They should be able to see their incidents/requests, but their access is blocked. This makes sense, since I have a Data Filtration rule applied. But how can I block access to users without HR role, unless they're the caller/requested for?

How should I do this with Data Filtration?

Thank you!

[Filipa Fonte]

Hello Helen,

I ended up using Before Query Business Rules. I believe we are not able to do this using Data Filtration.

[Amit Gujarathi]

HI @Filipa Fonte ,
I trust you are doing great.

1. Create a new Data Filtration rule in ServiceNow for filtering HR Incidents and Requests.
2. Edit the condition of the Data Filtration rule to include an additional check for the caller/requested for field.
3. Use the OR operator to combine the existing condition with the new condition for the caller/requested for field.

[Rajesh70]

Hi Amit,

What should be the subject condition in the data filter record for giving access to their own records?

Regards

Rajesh M.

[Filipa Fonte]

Thank you Amit.

I believe we are not able to apply that filter. In subject condition, we have to identify the users that have access to the records based on group, role or IP. 

[Helen T]

I have added the condition of "caller_id...is(dynamic)... me" but it still does not allow the requester to see their ticket. Is there another way I should be adding this condition?