Open topic with navigation

About Site Filtering in Automation Rules

In Automation Rules, when a rule is created , the site is assigned based on the user's selection in the Site control, and all subsequent analyses that are executed will inherit the Site Reference Key from the rule. Automation Rules that are created for a single site and that are based on a query containing multi-site data will contain multi-site data. A single-site user with access to the Automation Rule can open the Automation Rule and view all of the multi-site data in it.

When creating query-based and event/date-based automation rules, you can specify the sites of data on which the analyses are based. When the rule is executed, the analyses will use data from the specified sites.

Note: Reloading the data will re-run the query, limiting the results displayed to the data points based on those to which the single-site user has access.

In Automation Rules, users will see only data that is assigned to their site(s) or that is global data.

ExampleClosed

Consider an organization that has three sites, Site X, Site Y, and Site Z. The following Automation Rule records exist:

Scenario 1: User assigned to only Site X

This user will see Automation Rules A and D.

If a child record assigned to Site X and a child record assigned to Site Y are linked to Automation Rule D, the Site X user will see only the records assigned to Site X.

Scenario 2: User assigned to both Site X and Site Y

This user will see Automation Rules A, B, and D.

Scenario 3: Super User

This user will see Automation Rules A, B, C, and D.

IMPORTANT: If a multi-site user, or a Super User, links child records from multiple sites to a parent record designated as Global, another user who does not have access to all sites may only see a portion of the data associated with that record.

Related Information

Copyright © 2018 General Electric Company. All rights reserved.