How to hide properties in data explorer while creating custom reports

General
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1

Our portal users are able to create and modify reports. We would like to hide some properties from data explorer tabs (Best bets, all matches ecc..).

I’ve found out some old threads about this topic, but the suggested solution at the following link is no longer available: https://community.pega.com/knowledgebase/articles/customize-lists-properties-and-calculations-available-report-editor

Could you provide a way to achieve our goal?

2

@SilviaZ3

Hello,

You’re looking to hide certain properties from appearing in the Data Explorer when users create custom reports. There are two main approaches to achieve this:

1. Control the list of properties using Relevant Records
The list shown to users should only include properties marked as relevant by the system or a developer.
To manage this:

  • In Dev Studio, go to Configure → Application → Inventory → Relevant Records.
  • Here, you can mark properties as inactive, which will prevent them from appearing in the Data Explorer list.

2. Restrict access through Property Security rules
You can apply access restrictions to specific properties using Property Security:

  • In Dev Studio, navigate to Records → Security → Property Security.
  • If a user does not have the privilege associated, the property will not appear in the Data Explorer list.
    Note: Property Security overrides any Relevant Records configuration.

These methods apply to both the traditional Report Editor and Explore Data in Constellation UI, ensuring consistent control over property visibility across experiences.

Hopefully this gives you a solid starting point! Let me know if you have further questions.

Best,
Nick