Configure Intermediate filters
Set up filters for intermediate data relationship nodes based on the selected data relationship in the content configuration. This confirms only relevant information is displayed, making reports clear and actionable.
Before you begin
Role required: sn_grc_doc_design.admin and sn_audit.admin
Procedure
- Navigate to the related list.
- Select New.
-
On the Data column new record form, fill in the fields.
Field Description Name Provide a unique name for the intermediate filter. Content configuration Displays the name of the selected entity. This field is pre-populated and read-only. Select the info icon to preview the record. Data relationship node Select the node that defines the relationship for filtering data. Active Indicates whether the filter is active. Selected by default. If you want the filter to be inactive, you can deselect this check box. Target table Displays the table associated with the selected node. Condition Add filter conditions, OR clauses, or sorting options to define which records are included. Setting up conditions is optional. Set record limit Enable this option to restrict the number of records returned. - Select Submit.