Contextual Data Visibility
Show relevant records based on user or record context.
Rule-Based Access Control & Audit Trails
Context-aware visibility, actions, and process control driven by configurable business conditions.
Make access responsive to data, user context, and process state—then preserve a traceable record of the actions that follow.
Explore the CapabilityCapability overview
Rule-Based Access Control adds dynamic decision logic to the user experience. Configurable conditions evaluate relevant user, record, attribute, and process context to determine which data, fields, options, or actions should be available at a given moment.
Use case
A single application can adapt access and interaction patterns for different teams, record categories, and process stages without creating separate screens or process variants for every scenario.
What it enables
Make Access Responsive to Business Conditions
Conditional Actions
Display lifecycle actions only when configured conditions are satisfied.
Process Dependencies
Control the next step using prior state or prerequisite completion.
Dynamic Forms
Show or hide fields according to selected values or business conditions.
Dependent Selections
Filter available choices using values selected elsewhere in the form.
Audit Trails
Trace resulting operational actions and state changes for accountability.
Configured access
Core Rule-Based Capabilities
Context-Aware Data Visibility
Evaluate configured user and record attributes to present only data relevant to the current operating context. This supports segmented visibility without separate applications for each group.
Use case
Users in different organizational units access the same application while seeing only records relevant to their assigned context.
Configurable Access Policies
Express access logic as reusable conditions that compare attributes, values, or contextual information. Policies can support simple conditions or combined logic.
Use case
A record becomes visible only when its organizational or ownership attribute matches the logged-in user's assigned context.
Conditional Lifecycle Actions
Control the visibility of configured transitions according to business conditions. Users see an action only when it is relevant and required criteria are satisfied.
Use case
A move-to-review action appears only after mandatory information is complete and the record reaches the required state.
Process Dependency Enforcement
Use status or completion conditions from related process steps to govern downstream activity while retaining one configurable process model.
Use case
A downstream activity can begin only after its prerequisite activity has been completed.
Resource and Eligibility Conditions
Combine user, resource, skill, or assignment information in decision logic when an action requires more than general access.
Use case
A specialized action is available only when an eligible user is assigned and the required resource condition is met.
Adaptive forms and user experience
Adapt Fields, Options, and Actions to Context
Conditional Field Visibility
Show or hide fields based on values entered elsewhere in the form, reducing irrelevant fields and guiding accurate data entry.
Use case
Selecting a business category reveals the fields required for that category.
Dependent Picklists
Filter available options in one selection field using the value chosen in another.
Use case
After a product category is selected, the next field lists only its associated families.
Nested Decision Logic
Apply multiple conditions and combinations to support layered visibility or action decisions.
Use case
An action requires the correct state, an eligible assignment, and completion of a preceding activity.
Responsive UI-Level Evaluation
Evaluate display and interaction rules within the user experience so fields, options, and actions respond immediately.
Use case
Relevant fields and valid selections update as a user changes a form value.
Combined Role-and-Rule Governance
Use roles to establish who is generally authorized and rules to establish when access or an action is appropriate.
Use case
A reviewer is authorized to approve, but the action appears only when validation is complete and the record is in the correct state.
Operational accountability
Audit Trails and Operational Accountability
Rule-based controls determine when content or actions are available. Audit trails record the business activity that follows, providing a traceable history of who acted, when the action occurred, and what state resulted.
Action History
Record the user, action, time, affected record, and resulting state for traceable process execution.
Decision Context
Retain relevant status and comments so reviewers can understand the operational context around an action.
Exception Investigation
Use historical activity to examine unexpected transitions, missing steps, or actions outside the expected sequence.
Governance Evidence
Provide structured activity history for internal reviews, operational assurance, and compliance-oriented reporting.
Use case
When a lifecycle transition is questioned, a reviewer can identify who performed it, when it occurred, the resulting status, and recorded comments, then compare the event with the rule-governed process conditions.
Business outcomes
Control with Context. Trace with Confidence.
- Context-aware access without duplicating applications or workflows.
- Guided process execution through condition-driven actions and dependencies.
- Cleaner forms with relevant fields and valid selection options.
- Flexible governance by combining stable roles with dynamic business rules.
- Improved accountability through traceable actions, timestamps, states, and comments.
Access Control & Audit Trail
Make Access Responsive to Data and Process Context
Use configurable conditions to govern visibility, actions, dependencies, forms, and selections while preserving the operational history that follows.