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.

Example

This example will demonstrate how to apply 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 Designer Studio, navigate to System > Designers > Toolbox Customization > 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 Namedropdown menu. 
   For this example the Name is Restrict Account Type and Type Name is Account.

4. Click SAVE. 

5. From the Data Rules Folder, right-click the newly created Data Rule and select Edit Rule. 

6. Design a Rule stating If name Starts With a.

   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. 

   

7. Save the Rule, then close with X.
   
   
   

Debug 

1. To test the Data Restriction Rule. either:
   1. Create a New Flow containing the Account Data Structure.
      or
   2. Navigate to a Flow that contains the Account Data Structure. 
2. Verify that Data Fields that start with the letter A have been excluded from the list and are no longer visible.