Smartstaff
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Changes
→Adding Policy Field Set to Custom Fields
* Creating Data Policies
* Linking Policy Field Sets and Policies
* Adding Data Category Policy Field Set to Custom Fields
===Creating Policy Field Sets===
* Go to [[Global Settings]] - Security tab.
* Click on the Policy Field Sets link. You will be brought to the Data Category Policy Field Set Settings page.* Click on the "New Data CategoryPolicy Field Set" button.* You will be brought to the New Data Category Policy Field Set Settings page, which consists of the following settings:
** ID: unique ID automatically generated on Save
** Name: name used to identify the policy the policy field set** Description: description for the categoryfield set** Type: select either Security or PredictionData Retention
** Data Mask
* Populate the settings and click Save.
* The Data Category Policy Field Set Settings page refreshes and exposes 2 3 additional tabs:** Standard Fields** Custom Fields
** Linked Policies
[[Image:DataCategory2PolicyFieldSet002.pngPNG|1100px|border]]
NOTE: If you return to the Data Category Policy Field Set Settings page then the category the field set will be listed, with an Edit button to allow updates to be made.
** Name: name used to identify the policy
** Description: description for the policy
** Policy Type: select either Security or Predictionor Data Retention*** Additional settings will be exposed upon selecting a policy type
** Include Roles: lookup to select the roles that the policy should apply for
[[Image:DataPolicy1DataPolicy001.pngPNG|1100px|border]]
* Populate the settings and click Save. * The Data Policy Field Set Settings page refreshes and refreshes and the Linked Policy Field Sets tab is also exposed ====Security Data Policies====* Selecting the security policy type exposes the Action field, with the following 4 options:
** Edit
** Edit (by Owner Only)
** Read
** Delete
** Forbidden
** View Encrypted Data
** Hide Data In Emulation Mode
[[Image:DataPolicy2SecurityDataPolicy001.pngPNG|1100px|border]] NOTE: If you return to the Data Policy Settings page then the category will be listed, with an Edit button to allow updates to be made.
====Data Retention Data Policies====
* Selecting the data retention policy type exposes the following options:
** Action
** Entity
** Trigger After
** Date Field to Compare
[[Image:DataRetentionPolicy001.PNG|1100px|border]]
===Linking Policy Field Sets and Policies===
If you are editing a Data Category Policy Field Set then you can link the current category with an existing Data Policy by going to the Linked Policies tab.
If you are editing a Data Policy then you can link the current policy with an existing Data Category Policy Field Set by going to the Linked Policy Field Sets tab.[[Image:DataLinks1LinkedPolicies001.pngPNG|1100px|border]]
The functionality for both tabs is the same and is as follows:
* Start typing the name of the Data Policy or Data Category Policy Field Set into the Ajax lookup field and selected from the returned results.
* Click on the Add button.
* The policy/category field set will now be listed under the Linked tab.
===Adding Data Category Policy Field Set to Custom Fields===Go to the Data Category Policy Field Set tab, which is available against all Custom Fields settings pages(and specific Standard Fields for Users), and start typing the name of the Data Category Policy Field Set into the Ajax lookup field. Selected from the returned results.
[[Image:DataCategory3CustomFieldPolicy001.pngPNG|1100px|border]]
The policy/category will now be listed under the Data Category Policy Field Set tab.
The custom field will also appear under the Custom Fields tab for the associated Data Category Policy Field Set .
<!span id="bs_comment:@@@CMT0@@@" class="mceNonEditable comment" data-bs- type="comment" data-bs-id="0"> abac ABAC Abac --</span>
[[Category:System Management]][[Category:Custom Fields]][[Category:Security]]