Convert Data policy to UI policy and Vice versa

[Amit Gujarathi]

Symptoms

I have faced a conflict in my project where I have added a Data policy validation on certain fields on the form  in draft state to make it mandatory .

I wanted this field to be filled by the requestor only and when I was working on integration which was creating a record in the system but not populating this fields , so On record creation it was giving a Data policy. exception.

Diagnosis

As a solution of this I wanted to change this validation to be applicable only on the browser form and not on the record insertion happens.

So as a solution I need a UI policy instead of Data policy.

Solution

• Instead of creating a new UI policy and Deactivate the existing Data policy manually , we have an automated way to do the same which is related link on Data policy "Convert this to UI Policy" and if the reverse condition "".
• Role Required : admin
• Converting to UI policy from data policy automatically deactivate the source data policy.
• Procedure :

• Data Policy to UI Policy 

  • Navigate to All > System Policy > Rules > Data Policies and click an existing data policy.
  • Under Related Links, click Convert this to UI Policy.

    A new UI policy record appears.

  • Edit the fields on the UI policy record as necessary. 
  • 

• UI policy to Data policy

• You can follow the same for converting the UI policy to Data policy
• Just we have to check couple of things to get things converted from UI policy to Data policy as Data policy lacks some of the features.
• Checklist :
  • The Run scripts check box must be cleared.
  • The Global check box must be selected.
  • None of the UI policy actions can have Visible set to True or set to False. Visible must be set to Leave Alone.
• Procedure :
  • Navigate to All > System UI > UI Policies.
  • Open an existing UI policy.
  • Under Related Links, click Convert this to Data Policy.
    A new data policy record is created.
  • Edit the fields on the data policy record as necessary.
  • 

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Regards,

Amit Gujarathi

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