This workflow provides the basic, high-level steps for using Policy Designer. The steps and links in this workflow do not necessarily reference every possible procedure. For more procedures, see the links in the Related Information section.
Begin a policy by providing a name and description for the policy.
Build a policy model, which includes nodes and connections that represent the inputs, logic, and resulting actions for the policy.
Note: Interaction with the model design canvas, such as adding and moving nodes, is not available on touch-screen devices.
Create policy instances, which define the specific records to which logic in the policy model will be applied.
Define execution settings to specify whether you want the policy to be executed automatically or executed according to a predefined schedule (or both).