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       
(Showing Draft Content)

列数据过滤

功能概述

除了在行上进行数据过滤外,产品还支持根据不同角色或上下文信息进行列的控制。使不同用户查看同一份数据时,看到的列不同。

例如,查看同一份数据,销售经理可以看到进货价格、订单利润等敏感列,但普通销售人员是看不到这些列的。

具体效果如下:

销售经理视角:能看到敏感数据列。

image

普通销售人员视角:隐藏了敏感数据列。

image

应用场景

对数据列的控制主要应用于那些希望用一个文档来匹配多个不同业务的场景,通过上下文或角色控制输出列。

使用说明

数据集通过列安全视图功能添加对列的控制,视图类似于在数据集输出前添加的一层数据遮罩,不影响其他功能和已添加的行数据过滤。

列安全视图功能默认是关闭的,使用时切换至列安全视图页面,将启用安全视图置为则开启功能。

image

添加列安全视图

单击左上角的添加安全视图按钮,添加安全视图,然后在右侧设置条件和生效的列。

添加的视图显示在下方的视图列表中,可以修改视图名称,调整视图顺序,复制视图,删除视图。

image

当数据集中有多个安全视图时,会使用当前用户信息从上到下依次进行匹配,一旦匹配成功将停止后续的匹配动作。一次最多只能生效一个安全视图。

如果当前用户信息未能匹配成功,就相当于没有添加列安全视图过滤。

type=info

提示

如果当前用户未能匹配上所有安全视图,就相当于没有添加安全视图过滤,也就是会看到所有字段。

所以如果我们想不满足视图条件的人看不到任何字段的话,需要额外添加一个安全视图,将条件设置为对“每个人”,然后隐藏所有列。

image

设置条件

选择一个视图,然后在右侧设置该视图的筛选条件。满足筛选条件的用户则会看到该条视图中设置的列。

image

单击image2020-4-7_17-27-45.png 按钮可添加单条过滤规则。

单击 image2020-4-7_17-29-12.png 按钮,可以添加一个嵌套过滤组。组内可添加过滤规则或再次嵌套过滤组。

image2020-4-7_17-30-47.png 用于确定组内过滤规则之间,以及过滤规则与过滤嵌套组之间的组合关系。

支持对用户角色、用户信息上下文、组织信息上下文设置过滤。

image

文中示例设置的条件为:用户角色包含“A分公司-销售经理”或用户信息上下文“sss”值为“1”的用户则满足视图“销售经理”。

设置列

选择一个视图,然后为这个视图设置列。

image

列表中显示了所有在字段列表页勾选输出的列,且所有列在视图中默认都是“始终可见”,

image

接下来就需要根据当前视图的需求对每一行进行设置。

image

  • 始终可见:表示该列将可见。

  • 隐藏:表示该列将不可见。

  • 显示为其他值:将字段值全部显示为一个固定的值。显示的值需与字段的数据类型保持一致,字符串类型的字段可接受字符或数字。

示例中的销售经理需要看到所有列,包括敏感数据,所有无需额外设置,保持所有列的默认值即可。

但普通销售人员则需要隐藏部分列或修正部分列的显示,如下图所示。

image

这样普通销售人员查看这份数据时,看到的效果如下。隐藏了敏感列,并将客户名称全部修正成了预设的值。

image

依照以上步骤为不同角色或上下文设计视图,最终保存数据集并分享即可实现文初的效果。