Set Data Restrictions

You can set restrictions on which records a group can access. You use an SQL-style expression or a class file to define and apply these restrictions.

Certain data object restrictions are used to restrict access to customer-level information and are created automatically based on the settings on the Customers tab in the Security Groups (SP) application and the settings in the Customer Objects (SP) application. These restrictions are displayed on the Data Restrictions tab as read-only.

To set data restrictions:

  1. On the List tab of the Security Groups (SP) application, select the group for which you want to set restrictions.

  2. On the Data Restrictions tab, select a tab to set restrictions on either objects or the attributes.

  3. In the table window below the tabs, click New Row to open the row details.

  4. In the Object field, specify the table or view on which to set the restriction. In the Attribute Restrictions tab, you can also specify the attribute that you want to restrict.

  5. In the Application field, select the application to apply the restriction to. Leave it blank for the restriction to apply to all applications that use the object or attribute.

  6. In the Type field, select the type of restriction.

  7. Select the Reevaluate? check box if you want the system to reevaluate the restriction condition when the user moves to another field by pressing the Tab key. If you do not select this check box, the restriction conditions are evaluated after you save the changes to a field.

  8. In the Condition field, click Detail Menu and choose either Select Value to pick from a list of existing expressions, or Go To Conditional Expression Manager to manage your existing expressions or create a new conditional expression. For more information on building conditional expressions, see Conditional Expression Manager online help.

  9. Click New Row to add more restrictions on the group, or click Save Group to apply your changes.

 

See Also

Data Restrictions Tab

Strategies for Creating Security Groups

Set Global Data Restrictions