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Policy Field Sets and Policies

20 bytes added, 18:54, 24 May 2023
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This gives you the ability to create data categories policy field sets and assign them to custom fields across your instance.
You can then create security policies and attach them to your data categories policy field sets in order to control the visibility of field data across the entire instance.
This makes it easy for you to apply data access policies at a global level, for example if you have data sensitivity classes that apply across entire field sets.
==Configuration - Essentials==
The process of configuring the Data Categories Policy Field Sets and Policies involves the following steps . . .
* Creating Data CategoriesPolicy Field Sets
* Creating Data Policies
* Linking Data Categories Policy Field Sets and Policies
* Adding Data Category to Custom Fields
===Creating Data CategoriesPolicy Field Sets===
* Go to [[Global Settings]] - Security tab.
* Click on the Data Categories Policy Field Sets link. You will be brought to the Data Category Settings page.
* Click on the "New Data Category" button.
* You will be brought to the New Data Category Settings page, which consists of the following settings:
[[Image:DataPolicy2.png|1100px|border]]
The Linked Data Categories Policy Field Sets tab is also exposed
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.
===Linking Data Categories Policy Field Sets and Policies===
If you are editing a Data Category 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 by going to the Linked Data Categories Policy Field Sets tab.
[[Image:DataLinks1.png|1100px|border]]
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