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How to: Set Security Filters

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You set security filters to limit the access that a user has to data in a table. You set security filters on permission sets, which you assign to users. For more information, see Managing Permissions and Permission Sets.

To set a security filter

  1. In the Search box, enter Permission Sets, and then choose the related link.

  2. On the Permission Sets page, select the permission set to which you want to add a security filter, and then choose Permissions.

  3. On the Permissions page, on the row for the table data to which you want to add a security filter, in the Security Filter column, choose the AssistEdit button.

    The Table Filter page opens.

  4. In the Table Filter page, in the Field Number column, select the field on which you want to limit a user's access. For example, if you want to create a security filter so that a user can view only sales with a specific salesperson code, then choose the field number for the Salesperson Code field.

    The Field Caption column in the Table Filter page is filled in automatically after you select the field number.

  5. In the Field Filter column, enter the value of field that you want to use to limit access. For example, to limit a user's access to only Annette Hill's sales, enter AH, which is the salesperson code for Annette Hill, in the Field Filter column.

    Note

    Record level security filters do not support wildcard characters. This means that you cannot use * and ? in the filters. You can use other symbols, delimiters and, operators, such as, <, >, |, &, .., and =. If you do not enter an operator, then the default operator = is used.

    Note

    Security filters support Unicode characters. The maximum length of a security filter is 200 characters, including all field names, delimiters, symbols, and operators that used in the filter.

    Note

    When multiple permission sets that refer to the same table data are assigned to a user, they are combined so that the least restrictive filter is used. You should not repeat a table in multiple permission sets if you plan to combine those permissions sets for one user.

See Also

Record-Level Security
Security Filter Modes