OrgChart Now Help Guide

Conditional Row Level Security

Audience:

Audience: Administrators Edition: Enterprise & Premium

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.Account Settings

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

  3. Click on the Plus.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 Plus.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.

NewCondition_Button.png

Define 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.

geariconnew.png

Condition applies to the user assigned to this RLS profile, as well as thatuser's subordinates.

Trash_Delete.png

Remove field condition from definition.