Team Data Policies

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Revision as of 23:27, 9 July 2012 by imported>Aeric

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.

Calendar Based Data Policies

Activation Date
The date for the first execution of the Data Policy.
Activation Time
The time of the first execution.
Repeating Frequency
How often the Data Policy repeats: Never, Daily, Weekly, Monthly, or Yearly.
Run As
Choose the user who will be running the Data Policy, when it executes, where the users' privileges determine what the Data Policy can do. (The default is you--the logged in user who is creating 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.

Field Criteria

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