OrgChart Now Help Guide

Conditional Row Level Security

Audience:

Audience: Administrators Edition: Enterprise

Overview

Row Level Security allows Administrators to restrict the fields seen in employee records.

Conditional Row Level Security allows Administrators to restrict the fields shown in certain records.

This restriction applies to Excel outputs, boxes on the chart, the Profile, and all other occurrences of the field within the application.

Accessing Conditional Row Level Security
  1. Click More > Account Settings, and then select the Security option from the left side menu.

    5_2_1_AS_Security_Arrow.png
  2. Create a New Row Level Security profile, or mouse over an existing one, and then click on the 5_2_GearIcon.png icon.

  3. Click on the 5_2_RoundPlus_icon.png icon (to the right of the Security Rules heading). Conditional Rule 1 appears in the Security Rules column.

  4. Click on Conditional Rule 1, and then click on the 5_2_RoundPlus_icon.png icon (to the right of the Definitions heading).

  5. The Conditional Definition Editor panel is displayed.

Conditional Definition Options

The following options are only available after adding a Conditional Security Rule.

Rule Comparison

Click on the text OR or AND to set the logical operator used to determine how the selected Conditional Definition will be compared against the others.

Rule Type dropdown

Conditional fields are hidden depending upon the relationships between the Rule and the Field Value Criteria.

Click to select one of the following Rule Types:

  • Equal - If a record's value equals the field value criteria, conditional fields are hidden.

  • Not Equal - If a record's value does not equal the field value criteria, conditional fields are hidden.

  • In - If a record's value matches any of the field criteria the field value criteria, conditional fields are hidden.

  • Not In - If a record's value does not match any of the field criteria the field value criteria, conditional fields are hidden.

5_2_RoundPlus_icon.png

Add conditional Field Value Criteria.

Field dropdown

Click to select a target field for the given condition.

Value dropdown

Click to select a field value for the given condition.

5_2_Clear_Filters.png

Remove field condition from definition.