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

Add view rules to workflow

Configure custom view rules to display specific fields, sections, or layouts for authorization packages using a particular workflow configuration. View rules enable workflow-specific user interfaces without modifying the base package form.

Before you begin

Role required: sn_irm_cont_auth.admin

Procedure

  1. Navigate to All > Continuous Authorization and Monitoring > Administration > Workflow Configurations.

  2. Select a workflow Configuration to add a view rule.

  3. To add a view rule, select New in the View Rules tab.

Image omitted: WF-view-rule1.png
New view rule.
  1. In the View Rule New record form, fill in the following fields:
FieldsDescription
NameEnter the name for the view rule.
ApplicationThe default application scope is set.
ActiveSelect the Active option to enable the view rule.
Execution Order- Enter a number to define the view rule priority. - Lower numbers have higher priority \(evaluated first\). For example, enter 10 for high priority, 50 for medium, 100 for low. - By default the value is 100.
Experience RestrictedSelect Experience Restricted option to restrict the view rule to CAM workspace.
TableThe table this view rule applies to. The default value is Authorization Package [sn_irm_cont_auth_auth_pack].
Advanced

Select Advance option to enable advanced configuration.Enable Turn on ECMAScript 2021 (ES12) mode to use JavaScript syntaxes and features for validation.

Note: If you select advanced option, then you can’t use the Conditions to define the view rule.

ViewSelect the search icon to select the view to which the view rule should apply.
ConditionsTo add conditions that control when the view rule applies and to a specific role.
Form SettingsTo configure the form display options.- Hide details & UI actions: Select to hide the form header actions - Hide Journal Input Fields: Select to hide activity stream input - Hide section navigation: Select to hide the navigation panel - Disable section collapsing: Select to avoid users from collapsing sections
Form TabsTo configure which form tabs display.
Image omitted: WF-view-rule2.png
View rule fields.
  1. Select Submit to add the new view rule.