Create a security data filter

task brazil Updated Sep 10, 2026 1 min read configure-security-data-filters.md
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Learn how to create security data filter rules to grant your users' access to records and tables.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > System Security > Security Data Filters.

  2. Click New in the Security Data Filters list.

  3. In the form, fill in the fields as needed.

Field

Description

Table name

The table that the security data filter applies to.

Description

Description of the security data filter rule.

Active

Sets the security data filter rule as active.Note: Keep security data filter rules inactive until you are ready to test to avoid unintentionally locking users out of records.

Show in UI

Determines whether a notification will be displayed in the UI if the security data filter applies to a query

Application

The application scope of the security data filter.

Mode

The mode of the data filter.

Filter

The filter condition that determines which records the data filter applies to. To learn more, see condition builder.

Security Attributes

The security attributes that control whether the data filter will apply.

4. Select **Save** from the form menu.

Result

After you have saved your security data filter rule, this rule automatically applies to all records on the selected table, unless specified otherwise by the data condition.

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