Team Data Policies

Settings > Global Resources > System Objects > Teams

A Data Policy can be set up to run when a Team is added, updated, or deleted.

Policy Settings

Name

The name given to the data policy, for later reference.

Enabled

Whether or not the data policy is currently enabled.

Activation Trigger

Action Based - Execute the data policy when a specific event occurs

Calendar Based - Execute the data policy on a regular schedule

Learn more: Triggering Criteria

Action Based Data Policies

Activation Sequence

Before Triggering Actions -

After Triggering Actions -

In an Action Based Data Policy, the Activation Sequence determines which actions are available
Actions	Description	Activation Sequence Before Triggering Actions (Pre)	Activation Sequence After Triggering Actions (Post)
Logout	Logout
Login	Login
Proxy Login	Proxy Login as this User
On View	On View - when the record is viewed

Learn more: Activation Sequence

Field Criteria

Parameters

The following Team parameters are available to Java code that is executing as part of the Data Policy:

Field	Parameter Name	Item1	item1
Item2	item2

Actions available

• Create Task
• Send Email
• Update Records
• Invoking a Java Method in a Data Policy