Provisioning Tool Guide

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Adding Field Filters to a Reference Entity

To control which values appear in a lookup list by user role, create a field filter on the reference entity that contains the list. Field filters are case insensitive. Field filters affect lookups, but not dependent lookups.

If you implement field filters on a reference entity, and then in the business entity you add a field filter on a field that uses that reference entity, the field filter on the business entity takes precedence.

Click

Business Entity

Modeling

, and then select

Reference Entities

Select the reference entity.

In the tree view panel, select

Field Filters

, and then click

Create

[New fieldFilter]

option appears under

Field Filters

, and a form opens in the properties panel.

In the properties panel, enter a name for the filter.

Select a field.

Beside the

Field

field, click the

Browse

button.

A dialog box displays a list of fields.

Select the field, and then click

Select

The selected field appears in the

Field

field.

To define the filter in terms of who

cannot

see values, create deny rules.

Beside the

Deny

heading, click the

Add

icon.

In the

Value

field, enter a value that is in the lookup list.

When you enter dates, use the date format that your database environment requires.

From the

User Role

list, select the user roles, and then click the

Add

icon.

To make this rule a default for any unassigned user roles in the

Deny

section, select

Apply this rule to the user roles that are not specified in any Deny rule

Repeat to configure more filter rules.

Add user roles to the

Remaining Values

rule.

To define the filter in terms of who

can

see values, create allow rules.

Beside the

Allow

heading, click the

Add

icon.

In the

Value

field, enter a value that matches the data type of the field.

When entering dates, use the date format required by your database environment.

From the

User Role

list, select the user roles, and then click the

Add

icon.

To make this rule a default for any unassigned user roles in the

Allow

section, click

Apply this rule to the user roles that are not specified in any Allow rule

Repeat to configure more filter rules.

Add user roles to the

Remaining Values

rule.

Click

Apply

The changes are saved but are not published to the MDM Hub.

Field Properties

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Table of Contents

Provisioning Tool Guide

Provisioning Tool Guide

Adding Field Filters to a Reference Entity

Adding Field Filters to a Reference Entity