Configure content filtering rules

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Use content filtering rules to specify the role a user must have to access content.

    Before you begin

    Role required: flow_designer, action_designer, or admin

    Content filtering requires some familiarity with user roles and Flow Designer tables and records.

    Role required: flow_designer, action_designer, or admin

    About this task

    Filter Flow Designer content based on user role. Filtering content requires you to set up:
    1. Content definitions to describe the content that you want to filter. Content definitions specify types of Flow Designer resources, such as actions and subflows.
    2. Content filtering rules to state the role a user must have to access the resource in a particular definition.

    Flow Designer includes several content definitions and filtering rules by default. Get started with content filtering by modifying the pre-existing definitions and rules or creating your own.

    Procedure

    1. To modify or create a content filtering rule, navigate to Process Automation > Flow Administration > Content Filtering Rules.
    2. Select the rule that you want to modify or click New to create one.
    3. On the form, fill in the fields.
      Table 1. Flow Designer Resource Filter Rule form
      Field Description
      Name Name for the content filtering rule.
      User Role The role a user must have to access the content in the Resource Definition field.
      Active Option to enable the rule.
      Application Application scope to which the content filtering rule applies. This field is automatically set to the currently selected application scope. If no application scope is selected, the field is set to Global. If you set a specific application scope, then the content filtering rule only applies to that application scope. If you select the Global application scope, then the content filtering rule applies to all applications.
      Resource Definition The name of the content definition that specifies the resource to filter.
    4. Click Submit.