Import Policy Text Button Query

[DEEPAK KUMAR SI]

Hi All,

Need assistance in finding the Applicability for Button "Import Policy Text" Under Policy and Compliance Workspace. Users with role "Compliance Manager" & "Owners" have this button available. But where it is configured, it is not visible. Can anyone guide me , from where I can see the Applicability for this Button.

Although button is visible under table "sys_ux_app_route" but there is no Applicability is mentioned.

[Sumanth16]

Hi @DEEPAK KUMAR SI ,

Import the policy text as an attachment if you’re unable to do the word editing.

Before you begin

Role required: sn_compliance_ws.corporate_compliance_analyst; mp_document_user

About this task

You can import the content only when you’re the policy owner and the policy must also be in Draft state.

Procedure

1. Navigate to All > Policy and Compliance > Compliance Workspace.
2. In the Compliance Workspace, select the List icon ().
3. Navigate to Compliance library > My policies.
   You can create a new policy or open a record to enable the redlining feature.
4. Select a policy to open.
5. Select a Policy text related list to view the contents of the policy text.
   If you do not have Microsoft OneDrive or Google Drive integration, then you can import the policy text as an attachment. You can import the content only when you’re the policy owner and the policy must also be in Draft state.
6. Navigate to All > Policy and Compliance > Administration > GRC properties.
7. Select the option None in the Select a file sharing service to host documents and attachments system property list.
   1. Select the Import policy text button.
   2. Select Add File in the Import policy text pop-up.
   3. Select Import.
      The content of the file is downloaded in the Policy text field.

If I could help you with your Query then, please hit the Thumb Icon and mark as Correct !!

Thanks & Regards,

Sumanth Meda

[DEEPAK KUMAR SI]

Hi Sumanth,

Thanks for your response, I have already gone through the docs , My requirement is to know Where I can see the binding of the role with this button.

[srushtib15]

If you are working from workspace the button is visible in Ui builder on record page, you open the page with the table name and sysid or record. then it says edit content form, unde that there is component named import visible.