Policy invocation

How do I create a List View button to invoke a policy?
This article describes how to create a custom list view button to apply a specific business policy to one or more manually selected records, as shown in thi...
Tue, 2 Jul, 2019 at 8:23 PM
How do I set up a trigger to call a business policy?
In order to call a business policy immediately when a record is created or updated, you need to: Set up an APEX trigger to call the Decisions on Demand AP...
Tue, 14 May, 2019 at 4:11 PM
How do I invoke a policy on a regular schedule?
You can apply business policy at regular times (for instance hourly, daily or weekly) using a Scheduled Invocation.  You might use a Scheduled Invocatio...
Wed, 19 Aug, 2020 at 12:48 PM
How do I invoke a policy at one minute intervals?
You can run a business policy at one minute intervals using a Periodic Invocation.  Scenarios in which you would use a Periodic Invocation include: Pr...
Thu, 30 Apr, 2020 at 5:23 PM
How do I run a manual batch job?
When you need to apply a business policy to a large number of existing records you can start a batch job.  Batch jobs run in the background and are able...
Tue, 12 Feb, 2019 at 9:09 PM
How do I add a custom button to invoke my policy?
To invoke a business policy manually, you can add a custom button to the detail page for an object. The app contains a few pre-defined buttons, for assi...
Sat, 17 Oct, 2020 at 2:55 PM
How do I invoke the rule engine from APEX?
In some scenarios it is useful to invoke the rule engine directly from your custom APEX code.  Applying a business policy involves a callout to our serv...
Wed, 21 Apr, 2021 at 4:25 PM
How do I invoke a policy from a Flow?
NEED TO UPDATE EVERYTHING BELOW HERE You can apply business policy at regular times (for instance hourly, daily or weekly) using a Scheduled Invocation....
Fri, 25 Aug, 2023 at 1:52 PM