Table of Contents

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  1. Preface
  2. Introduction
  3. IDD Concepts
  4. Implementation Process
  5. IDD Configuration Manager
  6. Manual IDD Configuration
  7. IDD Global Properties
  8. Sizing and Platform Requirements
  9. Application Components
  10. IDD Security Configuration
  11. Data Security
  12. Example Role-Based Security Configuration
  13. Data Masking
  14. Siperian BPM Workflow Engine
  15. Locale Codes
  16. Troubleshooting
  17. Glossary

Data Director Implementation Guide

Data Director Implementation Guide

Filter Child Record in the Task View

Filter Child Record in the Task View

IDD applies security filters when retrieving data for children tabs on the data view. For example, consider a data security model in which the user has the role, SalesManager-CA and has the security filter billing address state code – CA.
Using the data security model mentioned above, consider a scenario where the database has a primary object record, Mr. Blake Griffin, who has two Billing address in New York and Bloomfield Hills cities, both in NY State. User with no data security restrictions, changes the state value for Bloomfield Hills to CA and creates additional billing Address in LA (CA State) and then creates
Send for Approval
task. User with Sales Manager- NY role will be able to open the Mr. Blake Griffin record on the data view and can see two CA addresses in
Bill Address
tab. One of them is former NY address that is changed, the second one is the new address that is added. NY address that is not changed is filtered out when security filters are applying on preview BVT.

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