Queries and Data Restriction

Data Restriction is supported by Queries. If an object is set up as both an Queries object and as a Data Restriction object, when a user runs a query against that object, the user's current restriction group will determine the output.

There is one very important thing to take into consideration. In most Dovetail Agent views of Clarify objects, there is a view that combines data-restricted objects and other objects. For example, the Query Case form uses the qry_case_view object, which is a view that combines Case data and Site data. This allows data restriction on Site records, even though it is primarily Case information that is being retrieved.

With Queries objects, a Case object can easily be implemented, but queries against it alone would not incorporate Site data restriction.

To restrict the case data by site, a site field needs to be added to the Queries object:

1. From the Queries Manage Object Columns form under Current Columns, select the column.
2. To traverse from the case object to the site object, select Path (this is usually done via the case_reporter2site relation).
3. To return to the Manage Object Columns form, double-click the field.
4. Check the Data Res. box.
5. Enter a Property Name.
6. To save, select Add.

Once this additional field is added to the Queries object, the Data Restriction filters will be applied to the queries of the object. If the Queries object has its own Data Restriction clauses, then those clauses will be applied automatically without any additional Queries setup.

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Last updated: 2/18/2009 4:52:36 PM
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