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English
  • Multidomain MDM 10.5
  • All Products

Table of Contents

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  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

Provisioning Tool Guide

Provisioning Tool Guide

Back Next

Adding Field Filters

Adding Field Filters

Before you begin, create the business entities. To allow or deny access to records based on a value in a field, create field filters.
Field filters are case insensitive.
  1. Click
    Business Entity
    Modeling
    , and then select
    Business Entities
    .
  2. Select the business 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 list of fields opens in a dialog box.
    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
     access the business entity when the data matches the value, create deny rules.
    1. Beside the
      Deny
       heading, click the
      Add
       icon.
    2. In the
      Value
       field, enter a value that matches the data type of the field.
      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 by clicking the
      Add
       icon beside the
      Deny
       heading.
    6. Add user roles to the
      Remaining Values
       rule.
      If the Remaining Values rule is empty, and a record contains a value that is not covered by the other rules, users can see the records.
  7. To define the filter in terms of who
    can
     access the business entity when the data matches the value, 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 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
      Allow
       section, select
      Apply this rule to the user roles that are not specified in any Allow rule
      .
    5. Repeat to configure more filter rules by clicking the
      Add
       icon beside the
      Allow
       heading.
    6. Add user roles to the
      Remaining Values
       rule.
      If the Remaining Values rule is empty, and a record contains a value that is not covered by the other rules, users cannot see the records.
  8. Click
    Apply
    .
    The field filter is saved but not published to the
    MDM Hub
    .
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