Identity Director Administration Guide

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Configure a filter for a table attribute

You can configure a filter for a global, people or service table attribute, to filter out irrelevant data from a table attribute.

These filters can be configured at Entitlement Catalog:

• on the Attributes tab of a service, when you create a service table attribute based on a copy of a global, people or service table attribute.
• on the Workflow tab of a service, when you configure a Perform Table Operation workflow action, with Operation set to Filter table.

The filter only applies to the service on which you configure it, for the duration of the service workflow.

Filters configured on the Attributes or Workflow tabs:

• Several operators (≠, ≤, ≥, etc.) are available to apply criteria.
• Placeholders are supported.
• Refresh displays a limited preview of the filtered data.
• Restricted information contained in the table:
  • is displayed as for administrators who are authorized to see the information.
  • is displayed as for administrators who are not authorized to see the information.
  If a filter is configured on restricted information, administrators who are not authorized to see the information will not see a preview of the resulting filtered dataset.
• The filter is applied:
  • at the moment the service is requested (for service table attributes that are filtered copies of another table attribute).
  • at the moment the service workflow reaches the 'Filter table' workflow action (for Perform Table Operation actions).
• New row index numbers are assigned after filtering a table. Select, Edit and Delete by row index must use the new row index numbers.
  Example

  Source table:

  	Product	Quantity
  1	Apples	20
  2	Bananas	55
  3	Cabbage	15
  4	Corn	40

  The following filter is applied:

  Quantity ≥ is greater than or equals 25
  OR
  Quantity < is less than 20

  The filtered table is now:

  	Product	Quantity
  1	Bananas	55
  2	Cabbage	15
  3	Corn	40

  With this filter in place, select, edit or delete row index 2 applies to the product "Cabbage".

Filters configured on the Workflow tab:

If a service workflow contains a Perform Table Operation action on a global or person table attribute, the following also applies:

• A user cannot Add or Edit data in the filtered table if the new data is outside the scope of the filter. In this case, the transaction will fail.
  Example

  Source table:

  	Product	Quantity
  1	Apples	20
  2	Bananas	55
  3	Cabbage	15
  4	Corn	40

  The following filter is applied:

  Product ≈ is like C

  The filtered table is now:

  	Product	Quantity
  1	Cabbage	15
  2	Corn	40

  With this filter in place, a user:

  • can add the product "Coffee" ("Coffee" contains a "c", which matches the filter criteria).
  • cannot add the product "Sugar" ("Sugar" does not contain a "c" and therefore does not match the filter criteria).
  • can change "Corn" to "Cereal" ("Cereal" contains a "c", which matches the filter criteria).
  • cannot change "Corn" to "Bread" ("Bread" does not contain a "c" and therefore does not match the filter criteria).

• A user cannot Select data in, or Delete data from the filtered table that is outside the scope of the filter. In this case, the transaction will fail.
  Example

  Source table:

  	Product	Quantity
  1	Apples	20
  2	Bananas	55
  3	Cabbage	15
  4	Corn	40

  The following filter is applied:

  Quantity ≥ is greater than or equals 40

  The filtered table is now:

  	Product	Quantity
  1	Bananas	55
  2	Corn	40

  With this filter in place, a user cannot select or delete the products "Apples" and "Cabbage" (these products are not listed in the filtered table).

  In this example:

  • If "Apples" or "Cabbage" was selected before the filter was applied, the selection is now lost.
  • If "Bananas" or "Corn" was selected before the filter was applied, the selection is kept.