Data Restriction
Users-rail entry. The comparison of restriction vs dynamic user filters vs per-list disable is the canonical data page: Data restriction vs filters.
What this is
Section titled “What this is”Personalization: rows on a database match the logged-in user. Set the match fields here, then read the data page for disable-on-screen, nested lists, and in-app filters.
Build it
Section titled “Build it”- Users → Data restriction.
- Map user fields to row fields.
- Publish. View as a client.
- For staff exceptions and filter types, open the data page.
Disable data restriction on selected screens components
Section titled “Disable data restriction on selected screens components”On a screen or component, turn personalization off when that surface should show all rows the user is otherwise allowed to see. Nested-list exceptions and filter types live on Data restriction vs filters.