Overview

Row Level Security allows you to show or hide fields in your data based on your security needs. In this section you can manage your row level security profiles, each with a set of rules that you can define. You can add a new profile or edit your existing profiles here. The gear icon has the following available options: Edit Configuration, Rename Profile, Copy Profile, Delete Profile.

Security Settings

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Row Level Security Profile Admins can add a new profile or edit your existing profiles here. The gear icon has the following available options: Edit Configuration, Rename Profile, Copy Profile, Delete Profile.

Security Configuration

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Profile Details
Name: Name of your row level security profile will show here. Newly created row level security profile will have the name of 'Untitled' by default.
Description: Description of your Row Level Security Profile will show here. By Default, description will show 'None'. Admins can click on the pencil icon and enter their own description to describe their row level security profile.

Rule Configuration
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Security Rules By default, there will be 2 security rules in this list: Allowed Fields and Restricted Fields.
Definitions Admins can define rules here. By default, this list will be empty and admins can add definitions by clicking on the '+' button next to Definitions.
Fields The fields that are getting pulled in from your data source will show here when Admins clicks on the '+' button next to Fields. Admins can add these fields to the Fields list. The fields added to this list will also depend on which Security Rule is selected. Selected security rule will show an outline/border. Important thing to note is that each security rule will have its own set of fields.

Security Rules - Allowed Fields

Note: Only the fields that are added to the 'Allowed Fields' rule will be shown to the users across the application.


Under Security Rules section, click on 'Allowed Fields'. After the rule 'Allowed Fields' is selected, click on the '+' button next to Fields to add fields to your Fields list.
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Added fields will now show in the Fields list.
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Security Rules - Restricted Fields

Note: The fields that are added to the 'Restricted Fields' rule will show all other fields except the fields in the list across the application.


Under Security Rules section, click on 'Restricted Fields'. After the rule 'Restricted Fields' is selected, click on the '+' button next to Fields to add fields to your Fields list.
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Added fields will now show in the Fields list.
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Security Rules - Conditional Rules

Note: Conditional Rules can be used to fine tune filtration of your data where Allowed Fields and Restricted Fields fall short.


Under Security Rules section, click on '+' button to add a conditional rule to your list.
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Click on the '+' button next to Fields to add desired fields to the Fields list.
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Click on the '+' button next to Definitions to add complex behavior to the definition list.
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Click on drop down next to 'Rule Type:' and select 'Equal'.
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Click on 'Add New Condition'.
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From the 'Field:' drop down, select a field and from the 'Value:' drop down, select a value.
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After a condition is added, it will show here in the list. Admins can create multiple conditions as well.
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After adding all the fields and definitions, security configuration window for conditional rule should show something like this. In this example, we are filtering out fields 'Department Name', 'Dept#', 'Is Contractor' across the application where 'Dept#' equals '340'. This affects excel exports to PDF, PNG, JPG, PPT, SVG publishes etc.
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Reviewed 6/04/2019