Business Policy configuration

Describes how to modify the configuration for a business policy: adding/removing columns and tables, changing action behavior, and more

How do I add a condition column to a Decision Table?
The following steps explain how to add a condition column to a decision table. Note: you can click the Help for this page link at the top of any page to...
Wed, 23 May, 2018 at 9:20 PM
How do I add a new Decision Table?
The following steps explain how to add a new decision table to a policy. Note: you can click the Help for this page link at the top of any page to get a...
Thu, 2 Mar, 2017 at 11:03 AM
How do I add an action column to a Decision Table?
The following steps explain how to add an action column to a decision table. Note: you can click the Help for this page link at the top of any page to g...
Fri, 23 Feb, 2018 at 4:54 PM
Can I have record assignments use a field other than OwnerId?
Yes, you can configure the Assign Owner action to update a field other than OwnerId.  Steps are as follows: Navigate to the policy detail page and cl...
Wed, 23 Aug, 2017 at 5:12 PM
Ho do I add a restriction to a column?
A restriction is a way to provide guidance to the user when entering data into the columns of a business policy. There are two types of restrictions: Pi...
Wed, 14 Feb, 2018 at 10:45 AM
How do I set up Load Balanced assignments?
First, if you have not already created an assignment policy, install one of the assignment templates from the Business Policies tab. You can refer to the Tu...
Fri, 6 Oct, 2017 at 12:24 PM
How do I add a global action parameter?
Action behavior can be customized in various ways using global parameters. Examples for the AssignOwner action include: OptionalAssignment: allow '...
Wed, 17 Jan, 2018 at 3:55 PM
How do I manage user working hours and vacations?
Do you need to exclude users from assignments based on working hours, vacations or other absences?  This article explains how to do that using an unmana...
Wed, 14 Feb, 2018 at 4:39 PM
How do I add a new action to a policy?
To add a new action to a policy in a separate decision table, please see this article: How do I add a new Decision Table? You can also add a new action ...
Tue, 21 Aug, 2018 at 4:09 PM
How do I customize the display name for assignment notification emails?
By default, emails sent out when you have configured the EmailTemplate action parameter are sent using the email address and name of the user who invoked th...
Mon, 3 Sep, 2018 at 4:06 PM