Convert a UI policy to a data policy

To make a UI policy the default setting, convert the UI policy to a data policy.

Before you begin

Role required: ui_policy_admin

About this task

You can also apply a UI policy to import sets or to data imported by SOAP web services when you convert it to a data policy. Converting a UI policy to a data policy deactivates the UI policy. To retain the policy in the UI, ensure that the Use as UI Policy on client check box is selected on the data policy record.

For a UI policy to be eligible for conversion to a data policy, the following conditions must be met on the UI Policy form.
  • The Run scripts check box must be cleared.
  • The Global check box must be selected.
  • None of the UI policy actions can have Visible set to True or set to False. Visible must be set to Leave Alone.

Procedure

  1. Navigate to System UI > UI Policies.
  2. Open an existing UI policy.
  3. Under Related Links, click Convert this to Data Policy.
    A new data policy record is created.
  4. Edit the fields on the data policy record as necessary.