Leveraging attribute filters in Geocortex Access Control

Leveraging attribute filters in Geocortex Access Control [Geocortex Tech Tip]

Aaron Oxley
Aaron Oxley
Technical Sales
August 28, 2020

Leveraging attribute filters in Geocortex Access Control [Geocortex Tech Tip]

Leveraging attribute filters in Geocortex Access Control

Geocortex Access Control is specifically designed to go beyond the permissions control offered by ArcGIS Server, and we wanted to take the next four weeks to really show off how powerful this new technology is!

In the first of our Geocortex Access Control-themed tech tip videos, we will show you how to configure attribute filters in Geocortex Access Control. Attribute filters are permissions that limit who can access which features based on the feature attributes.

Watch us demonstrate how simple this is in the video below!

Watch on YouTube.

Video Transcript

“What’s up everybody? I’m Aaron Oxley, I am a Technical Sales Specialist and in today’s Tech Tip, I’ll be showing you how to configure attribute filters in Geocortex Access Control. Attribute filters are permissions that limit who can access which features based on the feature’s attributes. Let’s dig in!

Let’s go look at the data first. This is the web map I’ll be working with and let’s look at it in the ArcGIS Online Map Viewer. We’ve got four layers here: Crimes, Service Requests, Land Use, and Cities. Currently, I’m signed in as Site Admin and I can see all the data here.

Now, let’s go back and look at what’s going on with this web map.

So, we’ve got these four layers: Crime, Service Requests, Land Use, and Cities. If I hit the ‘Share’ button, I can see that it is shared with everyone in my portal, I could share it with everyone being the public or certain groups within my portal.

If I click on one of these layers, now we are looking at the hosted feature layer that supports this web map. I can hit the ‘Share’ button again and see that this is shared with everyone in my portal. I could share it again with everyone or certain groups, but that’s it.

What if I wanted to control security on these layers individually or what if I need to control access to fields or features within these layers? That’s where Geocortex Access Control comes in.

This is the Designer where we configure permissions. I’ll select my ArcGIS Server and I can see all the root folders. If I select this folder, I can see all the services it contains, and if I select this service, I can apply permissions to all layers and tables, or I can select any one of the layers in this service and apply permissions to that layer independently of the other layers.

Going even more fine-grained, Access Control is aware of all the fields in this layer and we can assign permissions on those fields. For example, maybe everyone can see service requests, but we don’t want them to see Phone or Email. we can also apply permissions that will control access to features based on attribute filters and that’s what we’re going to focus on here.

Let’s jump back to the map and look at one of these service requests. So, we can filter on any one of these fields. Let’s go with Status. Purple is actually symbolizing an unassigned service request. Red is foreclosed and green is for assigned. So, this should be very easy to see once we change the permissions.

Let’s go back to the Designer. I’ll select ‘Attribute Filters’ and click the ‘Add’ button. For now, let’s just apply this permission to all users and these filter conditions are just like where clauses. They’ve got the same formatting and everything.

So, ‘Status = Closed’, let’s save that. Let’s go back to the web map and refresh and now we can only see the red service requests which represents closed, perfect.

Let’s take this a bit further though. I can see that these service requests get assigned to field workers, this one here is assigned to Technical Sales. Now, I want to set it up so a fieldworker can only see service requests that are assigned to them. So, I’ll go back to the Designer, and first, I’ll delete this rule, and now I will set up a new attribute filter this time for a particular user, Technical Sales, and the filter is ‘Name = Technical Sales’. Let’s hit save there and if I go back and refresh the map, I now only see service requests that are assigned to Technical Sales, whether they’re closed, unassigned, or assigned.

Now, I’ll grab the URL, and I’ll open this in an incognito window, and I’ll paste that URL. I will sign in as Aaron Oxley, and now, I can see all the service requests again, which is accurate according to the permissions we have set, but it’s not right, I should only see ones that have Aaron Oxley in the name field.

So, let’s go back and set up another rule in the Access Control Designer. This one is for Aaron Oxley and a simple filter again, ‘Name = Aaron Oxley’, let’s save that and let’s go back to the Incognito window and we’ll refresh this one.

Now, we will only see service requests that are assigned to Aaron Oxley. If I click on a couple of these, you’ll see that the name is Aaron Oxley for all of those.

So, that’s it, attribute filters. Now, if you want to know more just let us know email info@geocortex.com. If this video was helpful for you, please ‘Like’, ‘Share’, ‘Subscribe’ and check out our other videos. Thanks for watching!”

Want to learn more about what Geocortex Access Control has to offer? Click the button below for additional product information, or to schedule a demo.

Discover Geocortex Access Control


Categories:
Archive
Open: 2020
2020
November 20, 2020

Integrating third party maps like Mapillary into Geocortex Web

November 13, 2020

Conditional Chart Symbology in Geocortex Inline [Geocortex Tech Tip]

November 6, 2020

Understanding permission inheritance in Geocortex Access Control [Geocortex Tech Tip]

October 30, 2020

How to use URL routing in Geocortex Printing [Geocortex Tech Tip]

October 23, 2020

Improving suggestions by using the Cast activity with Geocortex Workflow

October 16, 2020

Considerations when migrating from Geocortex Viewer for HTML5 to Geocortex Web [Geocortex Tech Tip]

October 9, 2020

Launching a report from Geocortex Inline [Geocortex Tech Tip]

October 2, 2020

How to include the current map image in a report [Geocortex Tech Tip]

September 25, 2020

Database monitoring in Geocortex Analytics [Geocortex Tech Tip]

September 18, 2020

Efficiently setting field permissions using advanced JavaScript permissions [Geocortex Tech Tip]

September 11, 2020

How to set different user and group permissions on fields and attributes in Geocortex Access Control [Geocortex Tech Tip]

September 4, 2020

Filter expression syntax and operators with Geocortex Access Control [Geocortex Tech Tip]

August 28, 2020

Leveraging attribute filters in Geocortex Access Control [Geocortex Tech Tip]

August 21, 2020

Using layer filter effects in Geocortex Web [Geocortex Tech Tip]

August 14, 2020

Conditional Tips in Geocortex Inline [Geocortex Tech Tip]

August 7, 2020

Configuring KPI cards in Geocortex Web [Geocortex Tech Tip]

July 31, 2020

Find your way around a workflow using the new Navigator component [Geocortex Tech Tip]

July 24, 2020

Working with symbols in Geocortex Workflow (Accessing JavaScript 3.x & 4.x playground etc) [Geocortex Tech Tip]

July 22, 2020

Simplify Pipeline Integrity Management with Geocortex Inline [Webinar]

July 17, 2020

Configuring Geocortex Web Events in Geocortex Web [Geocortex Tech Tip]

July 10, 2020

Creating and configuring launch links in Geocortex Mobile [Geocortex Tech Tip]

July 3, 2020

Using environment variables for application management in Geocortex Web and Geocortex Mobile Designer [Geocortex Tech Tip]

June 26, 2020

Understanding feature actions in the Geocortex Web and Geocortex Mobile Designers [Geocortex Tech Tip]

June 19, 2020

Geocortex Essentials import/export support enhancements in 4.13 [Geocortex Tech Tip]

June 12, 2020

Using Union Geometries in Geocortex Workflow [Geocortex Tech Tip]

June 5, 2020

Removing unneeded applications in Geocortex Web and Geocortex Mobile Designer [Geocortex Tech Tip]

May 29, 2020

A deeper dive on advanced View Designer configuration [Geocortex Tech Tip]

May 22, 2020

Launching a workflow in Geocortex Inline [Geocortex Tech Tip]

May 20, 2020

Geocortex Essentials 4.13: Additional development tools and external widget support let you customize your apps even further

May 15, 2020

Understanding points of interest and station locator [Geocortex Tech Tip]

May 8, 2020

Using the Inline Designer to build linear referencing views [Geocortex Tech Tip]

May 1, 2020

Understanding performance differences between Geocortex Workflow and the workflow capability in Geocortex Essentials [Geocortex Tech Tip]

April 24, 2020

Printing a vector tile layer in Geocortex Printing vs the Printing widget in Geocortex Essentials [Geocortex Tech Tip]

April 17, 2020

Producing layer reports in Geocortex Reporting vs the Reporting widget in Geocortex Essentials [Geocortex Tech Tip]

April 10, 2020

Comparing dynamic forms in Geocortex Workflow vs Geocortex Essentials [Geocortex Tech Tip]

April 7, 2020

Take control of your GIS with Geocortex Access Control [Webinar]

April 3, 2020

Performing field inspections with Geocortex Mobile (OOB Editing) [Geocortex Tech Tip]

March 27, 2020

Working with Conditional Expressions in Geocortex Reporting [Geocortex Tech Tip]

March 20, 2020

Export support and new third party map integration widgets [Geocortex Tech Tip]

March 13, 2020

Configure and Monitor a Web AppBuilder Web Application from Geocortex Analytics [Geocortex Tech Tip]

March 11, 2020

Geocortex Events and COVID-19/Coronavirus

March 6, 2020

Running a batch script from an alarm with Geocortex Analytics [Geocortex Tech Tip]

February 28, 2020

Understand how your users are engaging with the tools in your applications [Geocortex Tech Tip]

February 21, 2020

How to manage alarms in Geocortex Analytics [Geocortex Tech Tip]

Open: 2019
2019
December 18, 2019

Geocortex in 2019, and a glimpse of what's to come

December 5, 2019

Four key benefits to adopting a mobile GIS solution

November 29, 2019

Using Geocortex Mobile to collect survey data [Geocortex Tech Tip]

November 27, 2019

Dive into Geocortex Analytics [Webinar]

November 22, 2019

How to input parameters on prints [Geocortex Tech Tip]

November 15, 2019

How to include feature attachments in reports [Geocortex Tech Tip]

November 14, 2019

Understanding application management in the Designer [Geocortex Tech Tip]

November 14, 2019

How to reference symbology from web maps [Geocortex Tech Tip]

November 14, 2019

How Geocortex Mobile can integrate with other apps [Geocortex Tech Tip]

November 14, 2019

Implementing Arcade Expressions in Geocortex Essentials [Geocortex Tech Tip]

November 14, 2019

Customer Spotlight: Geocortex Mobile

November 14, 2019

How to Format Your Reports [Geocortex Tech Tip]

November 14, 2019

Showing an image in a form after a file picker [Geocortex Tech Tip]

November 14, 2019

Richard Wiegmann Joins VertiGIS as President and CEO

September 27, 2019

Understanding the toolbar in Geocortex Web [Geocortex Tech Tip]

September 20, 2019

Refining Results in Geocortex Web [Geocortex Tech Tip]

September 19, 2019

Charting data using Geocortex Reporting: Honing your charting skills

September 13, 2019

Utilizing the flexibility of layout in Geocortex Web [Geocortex Tech Tip]

September 6, 2019

Creating Geocortex Web applications that move seamlessly between 2D and 3D [Geocortex Tech Tip]

August 28, 2019

Geocortex adds support for Arcade scripting and ArcGIS Online smart mapping

August 23, 2019

How to create sections and groups for your reports [Geocortex Tech Tip]

August 16, 2019

Displaying SQL Server Data in Geocortex Workflow [Geocortex Tech Tip]

August 14, 2019

Customer Spotlight: Geocortex Essentials

August 8, 2019

City of Austin: Spreading floodplain awareness with Geocortex

August 1, 2019

Geocortex Essentials 4.12: Improved integration with ArcGIS® Online

July 25, 2019

Introduction to Geocortex Printing: Learn to build stunning print templates

July 17, 2019

Updates to the Geocortex Product Life Cycle

July 8, 2019

Extending Web AppBuilder for ArcGIS® with Geocortex Essentials [Webinar]

July 4, 2019

City of Bellingham: Using Geocortex to take the stress out of water shut-off

June 27, 2019

Geocortex at the 2019 Esri User Conference

June 14, 2019

Customer Spotlight: Geocortex Workflow

May 17, 2019

Important Notice - Outage Issues & New Support Cases

May 17, 2019

How to build a summary report with aggregations of feature data [Geocortex Tech Tip]

May 16, 2019

Technology Q&A: Geocortex Mobile

May 10, 2019

How to create print templates for Web AppBuilder for ArcGIS®[Geocortex Tech Tip]

May 8, 2019

Dive into Geocortex Printing [Webinar]

May 3, 2019

Using Geocortex Workflow and Geocortex Reporting to produce a multi-layer report [Geocortex Tech Tip]

May 1, 2019

Market-Leading GIS Software and Services Companies Join to Form VertiGIS

May 1, 2019

Introducing VertiGIS

April 18, 2019

Integrating Workflows into Geocortex Mobile [Geocortex Tech Tip]

April 17, 2019

Customer Spotlight: Geocortex Reporting

April 12, 2019

Using Geocortex Go to preview app configurations [Geocortex Tech Tip]

April 10, 2019

How to Address Complex Form Navigation Using Geocortex Workflow

April 5, 2019

Building native, offline IOS, Android and Windows apps with Geocortex Mobile Viewer [Geocortex Tech Tip]

April 3, 2019

Streamlining mobile operations with Geocortex Mobile Viewer [Webinar]

March 29, 2019

A better way to run geoprocessing tasks in Web AppBuilder for ArcGIS [Geocortex Tech Tip]

March 28, 2019

Extend the reach and capabilities of your applications with integrations [eBook]

March 22, 2019

Displaying data from SQL Database when you select features [Geocortex Tech Tip]

March 20, 2019

How Geocortex users are enriching the communities they serve

March 15, 2019

How to Configure a Geocortex Essentials layer report with Geocortex Reporting 5 [Geocortex Tech Tip]

March 14, 2019

Region of Waterloo: How GIS & Geocortex technology helped meet local Source Protection Plan requirements

March 6, 2019

Integrating Business Intelligence and Data Sources with Geocortex Essentials [Webinar]

March 1, 2019

How to quickly add attachments to new features when editing [Geocortex Tech Tip]

February 22, 2019

Generating a report with sub reports from external data sources [Geocortex Tech Tip]

February 20, 2019

Geocortex Essentials 4.11: Saving Time & Increasing Efficiency

February 15, 2019

Accessing Samples and Building your First Workflow [Geocortex Tech Tip]

February 12, 2019

Open Beta of Geocortex Printing 5 Has Begun

February 8, 2019

Different Ways of Creating Selections of Features in Geocortex Viewer for HTML 5 [Geocortex Tech Tip]

February 6, 2019

4 Best Practices to Follow When Using Geocortex Workflow 5

February 1, 2019

Creating a Report that Displays a Screenshot of the Map [Geocortex Tech Tip]

January 28, 2019

Diving Into Geocortex Reporting 5 [Geocortex Tech Tip]

January 24, 2019

How Geocortex is Advancing Water Management Solutions

January 16, 2019

Creating Custom User Experiences with Geocortex Workflow 5 [Webinar]

January 11, 2019

Showing the search results using the item picker in Geocortex Workflow 5 [Geocortex Tech Tip]

January 9, 2019

City of Troy: Using GIS and asset management technologies to manage legislative requirements

January 4, 2019

Using scripting to put attachments in reports in Geocortex Reporting 5 [Geocortex Tech Tip]

Open: 2018
2018
December 21, 2018

Integrating Pictometry, Bing and other 3rd party maps within your Geocortex applications

December 19, 2018

Recapping the Texas Geocortex Regional User Group

December 14, 2018

How to use Geocortex Workflow 5 to populate the Attribute Table in Web AppBuilder for ArcGIS [Geocortex Tech Tip]

December 12, 2018

Finding yourself: Using geolocation in mobile and web applications [Webinar]

December 7, 2018

Enabling real-time user-to-user map collaboration within Geocortex Essentials

December 5, 2018

Reflecting on 2018

November 30, 2018

Creating mailing labels with reports with Geocortex Reporting 5 [Geocortex Tech Tip]

November 29, 2018

Alberta Energy Regulator: Supporting safe and responsible energy resource operations

November 26, 2018

Important update for ArcGIS and Transport Layer Security (TLS) Protocol Support!

November 23, 2018

Using fine-grained security to control access to layers, features, attributes and application functionality [Geocortex Tech Tip]

November 21, 2018

Enhancing Web AppBuilder for ArcGIS® with Geocortex Reporting [Webinar]

November 16, 2018

Using Geocortex Workflow 5 to automatically display a form for editing layer attributes [Geocortex Tech Tip]

November 15, 2018

Geocortex Achieves Esri’s “Release Ready Specialty” Designation

November 14, 2018

Celebrating GIS Day with York Regional Police: How GIS Data Has Mitigated Risk & Increased Efficiency in Crime Prevention

November 9, 2018

How to access a SQL database from a workflow using Geocortex Workflow 5 [Geocortex Tech Tip]

November 2, 2018

How to send an email from a workflow using Geocortex Workflow 5 [Geocortex Tech Tip]

October 26, 2018

How to add and configure charts inside reports with Geocortex Reporting 5 [Geocortex Tech Tip]

October 24, 2018

Geocortex Water Webinar Series

October 19, 2018

Integrating Geocortex Essentials with ArcGIS Online and ArcGIS Enterprise portal [Geocortex Tech Tip]

October 17, 2018

Cross-Platform Development with Xamarin [Webinar]

October 12, 2018

City of Fort Collins: Dynamic flood maps for public awareness, and flood insurance rate saving

October 2, 2018

Technology Q&A: Geocortex Workflow 5 “Behind the Firewall”

June 27, 2018

Geocortex Essentials 4.10 is here!

June 12, 2018

Geocortex and the GDPR

June 6, 2018

Geocortex at the 2018 Esri User Conference

May 15, 2018

Technology Q&A: The evolution of Geocortex and Web AppBuilder for ArcGIS

April 25, 2018

How to manage data collected from Geocortex Workflow 5 forms [Geocortex Tech Tip]

April 18, 2018

Delivering accessible mapping applications for everyone [Geocortex Tech Tip]

April 11, 2018

How to search for data in a non-spatial database [Geocortex Tech Tip]

April 5, 2018

Configuring Geocortex Analytics to monitor a new Portal for ArcGIS instance [Geocortex Tech Tip]

March 27, 2018

Getting started with forms in Geocortex Workflow 5 [Geocortex Tech Tip]

March 21, 2018

Using Geocortex Workflow with Web AppBuilder for ArcGIS [Geocortex Tech Tip]

March 15, 2018

Understanding tool usage in your GIS applications [Geocortex Tech Tip]

March 7, 2018

Running Geocortex Essentials workflows from an identify operation [Geocortex Tech Tip]

March 2, 2018

GIS Health Assessment: A new way to think about your system

February 28, 2018

Using the in-app help system in Geocortex Workflow 5 [Geocortex Tech Tip]

February 21, 2018

How to configure a personalized dashboard in Geocortex Analytics [Geocortex Tech Tip]

January 25, 2018

GIS is shifting to SaaS, and it’s a win for everyone


Categories

Popular Tags
Access Control Accessibility Active Operating Picture ArcGIS customer spotlight Customer Story Designer Energy Esri Geocortex Geocortex 5-Series Geocortex Access Control Geocortex Analytics Geocortex Essentials Geocortex Inline geocortex integrations geocortex mobile Geocortex Mobile Viewer geocortex printing Geocortex Reporting Geocortex Reporting 5 geocortex tech tip Geocortex Tech Tips geocortex training Geocortex Viewer for HTML5 geocortex web Geocortex Web Viewer Geocortex Workflow Geocortex Workflow 5 GIS GIS Day GIS Health Integrations mobile gis Pipelines Tech Tip Tech Tips Tip Tips Transportation vertigis Web AppBuilder Web GIS Workflow Xamarin

Contributors