Data Classifications

Data Classifications

A Data Classification is a label that identifies a category of personal or sensitive data, in line with the GDPR. Once created, a Data Classification can be assigned to any Table Field that holds that kind of data, and it drives:

  • what each Access Role is allowed to see or edit for that field (Role Behaviour);
  • whether opening a record with that field creates an entry in the Read Audit Log.

Data Classifications are managed in Data > Data Governance > Data classification.

Creating and Configuring Data Classifications

The Data classification list shows, for every classification already created, its Identifier, Category and whether it Creates audit log. Click Insert to create a new one.

Each Data Classification has the following properties:

  • Data classification: the GDPR-aligned category this classification belongs to, chosen from a predefined list of 20 categories, or Custom category (specify) if none of them fits.
  • Identifier: a unique code for the classification (e.g. DP_XX in case of predefined categories, or another, in case of a custom category).
  • Designation: the human label of the classification (e.g. "Identification data", "Health-related data").
  • Creates audit log when opening the record: see Read Audit Log per Data Classification below.

Data classification quick view form

The predefined categories available in the Data classification dropdown are:

Code Description
DP_01 Identification data
DP_02 Contact data
DP_03 Tax and billing data
DP_04 Family life data
DP_05 Professional life data
DP_06 Financial and asset data
DP_07 Traffic and location data
DP_08 Internet browsing data
DP_09 Other non-sensitive personal data
DP_10 Profiles, inferences and evaluations
DP_11 Racial or ethnic origin
DP_12 Political opinions
DP_13 Religious or philosophical beliefs
DP_14 Trade union membership
DP_15 Genetic data
DP_16 Biometric data for unique identification
DP_17 Data concerning health
DP_18 Data concerning sex life
DP_19 Data concerning sexual orientation
DP_20 Data on criminal records or offences
CUSTOM Other category (specify)

Role Behaviour per Data Classification

On the Data Classification form, below the audit log option, is a note explaining how the classification is enforced:

Configure how this Data Classification is applied by defining a Default Behavior and, optionally, different behaviors for specific Roles. Role behaviors cannot be more restrictive than the Default Behavior. If a user has multiple Roles, the least restrictive behavior is always applied.

  • Default behavior: the behavior applied to any Access Role without a specific override (e.g. Hidden, Visible (read-only), Visible (editable)).
  • Behavior per role: an optional list of Access Role / Behavior pairs, letting specific roles see or edit the classified fields differently from the default. Use the + row to add another role/behavior pair.

This behaviour is applied to every field carrying that Data Classification, across every table, form and list where the field appears — it does not need to be configured field by field.

Read Audit Log per Data Classification

Checking Creates audit log when opening the record on a Data Classification means that, for every field carrying that classification, simply reading (opening) a record that contains it is logged — not just creating, updating or deleting it.

This complements the field-level Audit option (see Audit Data), which tracks changes to a field's value: the classification-level audit log is specifically about read access, which is what GDPR record-keeping and accountability (e.g. proving who accessed sensitive data, and when) require for personal and sensitive data.

Assigning a Data Classification to Table Fields

Once the Data Classifications that make sense for the product have been created, classify the Table Fields that hold that kind of data:

  1. Go to Data > Tables, open the table, and edit the field.
  2. In the field's Advanced options, set Content classification to the desired Data Classification.

Content classification field option

Only fields that actually contain personal or sensitive data should be classified — this is what the rest of Data Governance (role behaviour, audit log, processing purposes, exports and documentation) is built on.