Missing link: Convert UI policy to data policy

LaasyaV71587518
Kilo Contributor

yesterday

The link "Convert this to data policy" is not showing up for me in the UI policy form

Run scripts is unchecked 

Global checkbox is checked

UI policy actions are all set to leave alone 

Please send tips! 

Thank you

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1 REPLY 1

M Iftikhar
Mega Sage

2 hours ago

Hello @LaasyaV71587518,

 

The “Convert this to data policy” related link only shows up when a few conditions are met on the UI Policy form. From what you’ve shared, you already have Run scripts unchecked, Global checked, and all actions set to Leave alone , which is correct. 

A couple more things to double-check: 

  • Role requirement: You must have the ui_policy_admin role in order to see the related link. Without it, the option won’t appear even if the conditions are satisfied. 
  • Conversion allowed check: Behind the scenes, the platform runs this condition: 

current.getValue("run_scripts") == false && current.getValue("global") == true && 
(new DataPolicyConversion().isConversionToDataPolicyAllowed(current)) && current.canWrite() 
 

So along with the form field settings, the system checks whether the policy is eligible to be converted and whether you have write access to the record. 

If after confirming the role and access you still don’t see the link, try impersonating a user with ui_policy_admin and see if it appears. That usually highlights whether it’s a permissions issue. 

 
Thanks & Regards,   

Muhammad Iftikhar     

If my response helped, please mark it as the accepted solution so others can benefit as well. 

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