Policy Records

Policy records store basic information about policies. The following table provides an alphabetical list and description of the fields that exist in the Policy family and that are displayed on the baseline Policy datasheet (unless otherwise noted). The information in the table reflects the baseline state and behavior of these fields.

This family is not enabled for site filtering, which means that records in this family can be accessed by any user with the appropriate license and family privileges. See the Site Filtering section of the documentation for more information.

Note: The values in Policy records cannot be modified in Record Manager. Instead, you must access the policy in the Policy Designer module.

Field

Data Type

Description

Field Behavior and Usage

Active

Logical

Indicates whether the policy is active or inactive.

Reflects the selection of the activate/deactivate policy button in the Details workspace.

Automatic Evaluation

Logical

Indicates whether the policy logic will be executed automatically when records belonging to the policy instance are modified.

Reflects the selection in the Automatic Execution check box in the Details workspace.

Description

Text

A brief summary of the policy.

Contains the value that you enter in the Description box in the Details workspace.

Model

Text

Code defining the logic that is represented by the policy model.

This field is populated automatically and does not appear on the Policy datasheet.

Name

Character

The name of the policy.

Contains the value that you specify in the Name box in the Details workspace.

This field is required, and the value must be unique.

Owner

Character

The owner of the policy.

Contains the policy owner that appears at the top of the Details workspace.

Only the owner of the policy can save changes to the policy.

This field is required. This field is configured to track revision history by default. You can look at the revision history for this field to determine the ownership history for a particular policy.

Schedule

Character

Code defining the policy's schedule.

This field is populated automatically and does not appear on the Policy datasheet.

Schedule Executed Boolean Indicates whether or not the currently configured schedule has executed at least once. Populated automatically.

Scheduled

Logical

Indicates whether or not the policy has a defined execution schedule.  

Populated automatically.

Time Zone

Character

The time zone associated with the policy.

Contains the value that you specify in the Time Zone list in the Details workspace.

This field contains the value (UTC) Coordinated Universal Time by default.

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