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.

Creating or Modifying a Team Data Policy

1. Go to Settings > Global Resources > System Objects > Teams
2. Select an existing Data Policy or click [New Policy]
3. Fill in the information below
4. Click [Save]
5. When multiple policies have been defined, click [Manage Execution Order] to determine the order in which they execute.

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 - Execute the Data Policy before the Team change occurs.

After Triggering Actions - Execute the Data Policy after the Team change occurs.

Learn more: Activation Sequence

Triggering Action

Add - Execute the Data Policy when a new Team is created.

Update - Execute the Data Policy when an existing Team is updated.

Delete - Execute the Data Policy when an existing Team is deleted.

Run As

Logged In User- Run the data policy as yourself--the user who is currently logged in and creating the data policy.

Specific User- Run the data policy as some specified user, who has the particular set of privileges needed to perform the actions associated with the Data Policy.

Calendar Based Data Policies

Activation Date

The date for the first execution of the Data Policy.

Activation Time

The time of the first execution.

Repeating Frequency

How often the Data Policy repeats: Never, Daily, Weekly, Monthly, or Yearly.

Run As

Choose the user who will be running the Data Policy, when it executes, where the users' privileges determine what the Data Policy can do. (The default is you--the logged in user who is creating the Data Policy.)

Date Criteria

Specify date ranges for the Team Date Created and Date Modified fields. The Data Policy will only be in effect when the selected fields are within the specified date ranges.

Field Criteria

Specify fields and values for Data Policy. The Data Policy will only be in effect when all specified field/value comparisons are successful.

Locked Package Options

Allow Installer to Disable

This option only applies when the Data Policy is included in an externally-published Package. It specifies whether the package installer is allowed to disable the Data Policy.

Programming 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