Changes

Policy Field Sets and Policies

113 bytes removed, 14:35, 25 May 2023

→‎Adding Policy Field Set to Custom Fields

* Selecting the data retention policy type exposes the following options:

** Action

*** Delete values but keep audit history

*** Delete values and audit history

** Entity

*** Level 1, 2, or 3

**** Application

*** Organizations

*** Contacts

*** Invitations

** Trigger After

** Date Field to Compare

* 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.

• ← Older edit

Devon Wan

Smartstaff

29

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