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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create view rule

Define the view rules for the workspace and default view in the GRC: Compliance Case Management application. By defining the rules, you can control how the compliance case or request form appears.

Before you begin

Role required: sn_compliance_case_admin

Procedure

  1. Navigate to All > Compliance Case Management > Case types.

  2. Open a case type from the list.

  3. On the case type form, select View Rules.

  4. Select New.

  5. On the form, fill in the fields.

    For a description of the field values on the View Rule form, see View Rule form.

  6. Select Submit.

  7. View Rule form
    Use the View Rule form to define the workspace and default view rules in the GRC: Compliance Case Management application.

Parent Topic:Create a case type