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 are added by navigating to the systems tab, and help control the amount of changes that can be made to Data Structures. 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 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 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 Name drop-down menu. Click SAVE. 
   
4. Right-click the newly created Data Rule from the Data Rules Folder and select Edit Rule. 

   
   

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. 
   

Debug 

1. To test the Data Restriction Rule. either: Create a New Flow containing the Account Data Structure or 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.