Table of Contents

Search

  1. Preface
  2. Introduction
  3. Configuring the Data Director Application
  4. Establishing a Root Node
  5. Defining the Business Entity Model
  6. Configuring Business Entity Properties
  7. Configuring Reference Entity Properties
  8. Transforming Business Entities and Views
  9. Configuring Hierarchy and Network Relationships
  10. Creating Match Rule Sets
  11. Configuring Search
  12. Configuring Tasks
  13. Configuring Security and Data Filters for Business Entities
  14. Configuring the Content Security Policy
  15. Integrating Data as a Service
  16. Configuring External Calls
  17. Designing the Data Director User Interface
  18. Localizing Data Director
  19. Appendix A: Provisioning Tool Frequently Asked Questions

Adding Field Filters to a Reference Entity

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.
  1. Click
    Business Entity
    Modeling
    , and then select
    Reference Entities
    .
  2. Select the reference entity.
  3. In the tree view panel, select
    Field Filters
    , and then click
    Create
    .
    A
    [New fieldFilter]
    option appears under
    Field Filters
    , and a form opens in the properties panel.
  4. In the properties panel, enter a name for the filter.
  5. Select a field.
    1. Beside the
      Field
      field, click the
      Browse
      button.
      A dialog box displays a list of fields.
    2. Select the field, and then click
      Select
      .
      The selected field appears in the
      Field
      field.
  6. To define the filter in terms of who
    cannot
    see values, create deny rules.
    1. Beside the
      Deny
      heading, click the
      Add
      icon.
    2. 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.
    3. From the
      User Role
      list, select the user roles, and then click the
      Add
      icon.
    4. 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
      .
    5. Repeat to configure more filter rules.
    6. Add user roles to the
      Remaining Values
      rule.
  7. To define the filter in terms of who
    can
    see values, create allow rules.
    1. Beside the
      Allow
      heading, click the
      Add
      icon.
    2. 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.
    3. From the
      User Role
      list, select the user roles, and then click the
      Add
      icon.
    4. 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
      .
    5. Repeat to configure more filter rules.
    6. Add user roles to the
      Remaining Values
      rule.
  8. Click
    Apply
    .
    The changes are saved but are not published to the MDM Hub.

0 COMMENTS

We’d like to hear from you!