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
Navigate to All > Continuous Authorization and Monitoring > Administration > Workflow Configurations.
Select a workflow Configuration to add a view rule.
To add a view rule, select New in the View Rules tab.
Image omitted: WF-view-rule1.png
New view rule.
New view rule.
- In the View Rule New record form, fill in the following fields:
| Fields | Description |
|---|---|
| Name | Enter the name for the view rule. |
| Application | The default application scope is set. |
| Active | Select 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 Restricted | Select Experience Restricted option to restrict the view rule to CAM workspace. |
| Table | The 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. |
| View | Select the search icon to select the view to which the view rule should apply. |
| Conditions | To add conditions that control when the view rule applies and to a specific role. |
| Form Settings | To 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 Tabs | To configure which form tabs display. |
Image omitted: WF-view-rule2.png
View rule fields.
View rule fields.
- Select Submit to add the new view rule.