Team Data Policies

Settings > Global Resources > System Objects > Teams

A Data Policy can be set up to run when a Team is added, updated, or deleted.

Policy Settings

Name

The name given to the data policy, for later reference.

Enabled

Whether or not the data policy is currently enabled.

Activation Trigger

Action Based - Execute the data policy when a specific event occurs

Calendar Based - Execute the data policy on a regular schedule

Learn more: Triggering Criteria

Action Based Data Policies

Activation Sequence

Before Triggering Actions - Execute the Data Policy before the Team change occurs.

After Triggering Actions - Execute the Data Policy after the Team change occurs.

Learn more: Activation Sequence

Triggering Action

Add - Execute the Data Policy when a new Team is created.

Update - Execute the Data Policy when an existing Team is updated.

Delete - Execute the Data Policy when an existing Team is deleted.

Run As

Logged In User- Run the data policy as yourself--the user who is currently logged in and creating the data policy.

Specific User- Run the data policy as some specified user, who has the particular set of privileges needed to perform the actions associated with the Data Policy.

Date Criteria

Specify date ranges for the Team Date Created and Date Modified fields. The Data Policy will only be in effect when the selected fields are within the specified date ranges.

Parameters

The following Team parameters are available to Java code that is executing as part of the Data Policy:

Field	Parameter Name	Item1	item1
Item2	item2

Actions available

• Create Task
• Send Email
• Update Records
• Invoking a Java Method in a Data Policy