Adding a Security Filter to a Dataset


The first step in creating a security filter is specifying which column in the dataset will be attached to a user or group attribute. It is important to note that the specified attribute must exactly match the value in the dataset column otherwise no data will be returned to the user. 

Security filters can only be added to datasets that have been saved to the system, so if using a newly created dataset please make sure to save the dataset first.

To create a security filter:

1   Go to Menu>Dataset Builder>Edit Dataset

2   Select the required dataset

3   Go to Menu>Security Filters

4   Select Add Filter

5   From the drop down menus select the column and attribute value you wish to use.

6   Select Save, then Apply and finally save the dataset.

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