Restricting Data By Rules

Overview

This tutorial demonstrates how a Systems Administrator can restrict designers from using certain fields in a Data Structure by adding a Data Rule. Data Rules look like a typical Rule, but the Data Rule is added by navigating to Systems in Designer Folders and set up. After the Data Rule is set up, it will appear in the Flow Designer when the user searches in All Steps using the search bar.

What changed from V8 to V9?

Example

This example will demonstrate applying a Data Restriction Rule to an Account Data Type. Start by adding a Data Rule that will exclude data fields that start with "a" under Account Data Type.

1. From the desired Designer Folder, navigate to Settings > Configuration > Designers > Data Rules. 
2. Click ADD DATA RULE on the top Action bar. 
3. Name the Data Rule, then select the Data Type via the Type Name drop-down menu. Click SAVE. 
4. Right-click the newly created Data Rule from the Data Rules Folder and select Edit. 

   
   

5. Design a Rule stating If the name Starts With 'A.' Save the Rule, then close with X.
   This Rule evaluates whether or not the name of a property on the Account Data Type starts with the letter a. The Rule Input represents a name Data Field within the Composite Type of Account.