Create a security data filter

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Learn how to create security data filter rules to grant your users' access to records and tables.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > System Security > Security Data Filters.
    2. Click New in the Security Data Filters list.
    3. In the form, fill in the fields as needed.
      Table 1. Data filtration form
      Field Description
      Table name The table that the security data filter applies to.
      Description Description of the security data filter rule.
      Active Sets the security data filter rule as active.
      Note:
      Keep security data filter rules inactive until you are ready to test to avoid unintentionally locking users out of records.
      Show in UI Determines whether a notification will be displayed in the UI if the security data filter applies to a query
      Application The application scope of the security data filter.
      Mode The mode of the data filter.
      Filter The filter condition that determines which records the data filter applies to. To learn more, see condition builder.
      Security Attributes The security attributes that control whether the data filter will apply.
    4. Select Save from the form menu.

    Result

    After you have saved your security data filter rule, this rule automatically applies to all records on the selected table, unless specified otherwise by the data condition.