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rohity0003
rohity0003
Known Participant
Oct 3, 2025 2:42 PM UTC
Question

Data Fabric Chatbot Security

Hi, I am new to using the interface component a!dataFabricChatField.  ( I've used record chat component, and that worked as expected. )

With Data Fabric chatbot, how should we implement security?  We only want the users using the chatbot to have access to recordType records that pertain to their company.  I tried using the instructions field in the chatbot component to specify which company the logged in user belongs to, but that did not work either.

What is/are the best to accomplish that?

Thanks.

2 replies

jupiter.munoz
Employee
Oct 3, 2025 5:09 PM UTC

You can use the following Appian capabilities to setup security for your record data. No need to configure this in the chatbot:

  • Object security: Use groups and role maps on your record types to define which users have access to see these objects
  • Record level security: Allows you to determine who can see which records, so you can configure more granular access control.
  • Field-level security: Field-level security allows you to specify who can see which fields in your record type.
    harshas2775
    harshas2775
    Brainy
    Oct 6, 2025 1:32 PM UTC

    Instead of instructions ,you need to use the showWhen parameter in the a!dataFabricChatField(). You can add condition to check whether user is part of group/company to securely show/hide the chatbot depending on their role. 

    Happy to help. Even happier to optimize.
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