Changes

Policy Field Sets and Policies

431 bytes added, 14:35, 25 May 2023

→‎Adding Policy Field Set to Custom Fields

** Name: name used to identify the policy field set

** Description: description for the field set

** Type: select either Security or PredictionData Retention

** Data Mask

** Description: description for the policy

** Policy Type: select either Security or 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

* Populate the settings and click Save. * The Policy Field Set Settings page refreshes and the Linked Policy Field Sets tab is also exposed 

====Security Data Policies====* The Data Policy Settings page refreshes and Selecting the security policy type exposes the Action field, with the following options:

** Edit

** Edit (by Owner Only)

[[Image:SecurityDataPolicy001.PNG|1100px|border]]

The Linked NOTE: If you return to the Data Policy Field Sets tab is also exposedSettings page then the category will be listed, with an Edit button to allow updates to be made. 

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 Policy then you can link the current policy with an existing 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 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 Policy Field Set to Custom Fields===

Go to the 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 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 Policy Field Set tab.

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Devon Wan

Smartstaff

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