Create a security data filter

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

Before you begin

Role required: admin, security_admin

Procedure

1. Navigate to All > System Security > Security Data Filters.
2. Click New in the Security Data Filters list.
3. In the form, fill in the fields as needed.

   Table 1. Data filtration form

   Field	Description
   Table name	The table that the security data filter applies to.
   Description	Description of the security data filter rule.
   Active	Sets the security data filter rule as active. Note: Keep security data filter rules inactive until you are ready to test to avoid unintentionally locking users out of records.
   Show in UI	Determines whether a notification will be displayed in the UI if the security data filter applies to a query
   Application	The application scope of the security data filter.
   Mode	The mode of the security data filter Filter if security attribute condition met The filter applies if the user meets the security attribute condition. Filter unless security attribute condition met The filter applies unless the user meets the security attribute condition.
   Filter	The filter conditions that determines which records the data filter applies to
   Security Attributes	The security attributes that control if the data filter will apply or not

4. Select Save from the form menu.

Result

After you have saved your security data filter rule, this rule automatically applies to all records on the selected table, unless specified otherwise by the data condition.