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How to Create a Data Security Code


Data Security (16:56)

Overview: Data Security Codes are used to restrict access to data based on a specified filter. In the first example we will create a Data Security Code for source table 18 Customer. This code will allow users to access only those customers with Customer Posting Group DOMESTIC and a Location Code of BLUE.

In the second example, we will add an additional filter for the Customer List page.

1) From the menu select Data Security Codes and click New. Enter Source Table ID 18 and code DOMESTICONLY.



2) On the line for Page 0, drill down on Fields . Since we are specifying the filter on the line for default Page 0, this means this filter will be the default filter for all pages not otherwise specified.

On the first line, add Field ID 21(Customer Posting Group) and the Filter Type Hidden. The Filter Type of Hidden means the users will not be able to see the filter and therefore will not be able to remove the filter.

In the Filter Value field add the filter of ''|DOMESTIC. Our user(s) have permission to create new records. Therefore, the filter takes into consideration a blank Customer Posting Group and a blank Location Code. A blank filter is entered as two single quotes.

Add a second line and add Field ID 83 (Location Code), Filter Type Editable and ''|BLUE in the Filter Value field. The Filter Type of Editable means the users will be able to see the filter and therefore will be able to remove the filter.



4) In User Security setup, assign this Data Security Code to a blank user. A blank user setup applies to all users unless otherwise specified. The users will only have access to customers with a Customer Posting Group of DOMESTIC (or blank) that also have Location BLUE (or blank) on their Customer Card. This will apply to all pages not otherwise specified, including lists used in lookups.



For assistance in creating a User Security Setup, please see

How to Create User Security Setup

5) The screenshot below shows where the customer list shows only DOMESTIC customers with either a BLUE or blank location. Also notice that you can see the filter that is set on the Customer Cards.



In the second part of our example, we'll add a filter for Page 22 (Customer List) page.

1) Open the DOMESTICONLY Data Security Code and add a second line. Select Object Type of Page, Object ID 22 (Customer List) and drill down on Fields.



2) Select Field 21 (Customer Posting Group), Filter Type Hidden and Filter Value of ''|DOMESTIC. Close the Data Security Code.



3) Return to Customer. Open the Customer List page. You still see only DOMESTIC Customers, but you see more than those with just the BLUE location code. Notice you do not see anything in the filter. That's because the Filter Type of Hidden was selected.



4) Open a Customer Card that has a Location Code other than BLUE.

You receive the following message.



5) Click OK and a Customer Card opens that has the BLUE Location Code assigned to it. This happens because the filter on the Customer Card has the filter of DOMESTIC and BLUE Location Code. So even though the filter on the Customer List Page allows the user to see DOMESTIC only Customers and all Locations, the filter of DOMESTIC and BLUE Location Code still applies to the Customer Page and will only allow users to open Customer Pages that fit that filter.




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