Edit/delete policy rule

To edit/delete a policy rule:

1. From the main menu, select Administration > Instance Management > Module - Workflow Rules.

   The Module - Workflow Rules screen appears.

2. From the workflow tree diagram, click the policy rule (one of the green boxes).

   Note: You must click the name in the middle of the box, not the edge of the box.

   The Edit Policy Rule window appears.

3. Either:
   • Make any required changes and click Save, or
   • Click Delete. Note: If there are any rule subjects associated with this rule, they will also be deleted.

Policy rule translations

If multi-language support is enabled for your company and you have the correct administration right (Admin - Company Translations), you can configure your policy rule name in the languages your company instance supports. If a user then changes their language setting via their personal settings, the translated value for the policy rule name is used wherever the policy rule appears in the system.

1. Either:
   • Click to the right of the policy rule on the Module - Workflow Rules screen, or
   • Click the Edit Translation link at the top of the Edit Policy Rule dialogue box.

   The Policy Rule dialogue box appears.

2. Type translations for each of the supported languages.
3. Click Save.

Note: To set up multi-language support, contact your helpdesk.