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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure Intermediate filters

Set up filters for intermediate data relationship nodes based on the selected data relationship in the content configuration. This confirms only relevant information is displayed, making reports clear and actionable.

Before you begin

Role required: sn_grc_doc_design.admin and sn_audit.admin

Procedure

  1. Navigate to the Intermediate filters related list.

  2. Select New.

  3. On the Data column new record form, fill in the fields.

    FieldDescription
    NameProvide a unique name for the intermediate filter.
    Content configurationDisplays the name of the selected entity. This field is pre-populated and read-only. Select the info icon to preview the record.
    Data relationship nodeSelect the node that defines the relationship for filtering data.
    ActiveIndicates whether the filter is active. Selected by default. If you want the filter to be inactive, you can deselect this check box.
    Target tableDisplays the table associated with the selected node.
    ConditionAdd filter conditions, OR clauses, or sorting options to define which records are included. Setting up conditions is optional.
    Set record limitEnable this option to restrict the number of records returned.
  4. Select Submit.