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Example custom policies

The following sections provide examples of custom policies:

See also Configure team settings and the following sections that describe how to use the predefined policies:

 Restrict access to team data sources

Restrict access to team data sources to only specific team members by defining a governance policy. When naming team data sources, AppSheet includes the string: :Team: 

For example: google_cloud_identity-1:Team:1234567

Using the :Team: string in a policy condition, you can restrict the team members that can access any of the team data source. 

To restrict access to team data sources, do the following

  1. Add a predefined organization or team policy.
  2. In the Policy template drop-down, select Restrict data sources.
  3. Click Next.
  4. Update the policy definition, as follows:
    Field Description
    Name Enter a name for the policy that will appear on the Policies page.
    Condition

    Update the condition, as follows:

    OR(NOT(CONTAINS(DataSourceName], ":Team:")), IN(USEREMAIL(), LIST("emailaddress1", "emailaddress2", ...)))

    Where:

    • emailaddressN: Approved team member email addresses.

    Modify the other fields, as required. See Configure the policy

    For example:

  5. Policy for restricting access to team data sources

  6. Review policy compliance.
  7. Click Save.

Restrict access to only the stable version of an app

When you set a stable version of an app, you can define a policy to restrict access to only that version.

Note: When this policy is defined, the app creator will see an error when viewing the latest version. This error won't impact access to the stable version of the app by users.

To restrict access to only the stable version of an app, do the following:

  1. Add a custom policy.
  2. In the Policy template drop-down, select Custom policy.
  3. Click Next.
  4. Update the policy definition, as follows:
    Field Description
    Name Enter a name for the policy that will appear on the Policies page.
    Component Select AppSettings in the drop-down.
    Condition

    Update the condition, as follows:

    IF(CONTEXT("AppName")="appname",[version]=version,true)

    Where:

    • appname: App name defined by the appName query parameter in the app URL when viewing the app in the editor or accessing the app in your desktop browser. (It is not equivalent to the Short Name of the app defined in Settings.) 
    • version: Stable version of the app. See View or restore a version of your app.

    Modify the other fields, as required. See Configure the policy

    For example:

    Policy that restricts access to stable version only
  5. Review policy compliance.
  6. Click Save.

Disable the export of a CSV file

To disable the export of a CSV file, do the following:

  1. Add a custom policy.
  2. In the Policy template drop-down, select Custom policy.
  3. Click Next.
  4. Update the policy definition, as follows:
    Field Description
    Name Enter a name for the policy that will appear on the Policies page.
    Component Select Actions in the drop-down.
    Condition

    Update the condition, as follows:

    [ActionType]<>"EXPORT_VIEW"

    Modify the other fields, as required. See Configure the policy

    For example:

    Policy to disable the export of a CSV file
  5. Review policy compliance.
  6. Click Save.

 

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