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Security data filters › Access Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a security data filter

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.

FieldDescription
Table nameThe table that the security data filter applies to.
DescriptionDescription of the security data filter rule.
ActiveSets 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 UIDetermines whether a notification will be displayed in the UI if the security data filter applies to a query
ApplicationThe application scope of the security data filter.
ModeThe mode of the data filter.
FilterThe filter condition that determines which records the data filter applies to. To learn more, see condition builder.
Security AttributesThe security attributes that control whether the data filter will apply.
  1. 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.