Creating working copies for company policies
To modify an existing company policy, you need to make a working copy of it. The working copy can be created from the enabled company policy. The data from the existing working copy are overwritten by the data from the enabled company policy after a security prompt.
To create a working copy
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In the Manager, select the Company Policies > Policies category.
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Select the company policy in the result list.
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Select the Create working copy task.
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Confirm the security prompt with Yes.
TIP: All working copies with a different condition to that of the original company policy are displayed in the Company policies > Policies > Working copies of policies > Modified working copies category.
Related topics
Copying company policies
Company policies can be copied, for example, to reuse complex policy conditions. Working copies as well as active company policies can be used as copy templates.
To copy company policies
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In the Manager, select the Company Policies > Policies category.
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Select the company policy in the result list.
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Select the Change main data task.
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Select the Copy policy task.
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Enter a name for the copy and click OK.
This creates a working copy with the given name.
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Click Yes to immediately edit the copy's main data.
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Click Yes to edit the copy's main data later.
Related topics
Displaying company policy conditions
The database query for finding objects which violate company policies, is not displayed on the main data form by default.
To show the database query on the main data form
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In the Manager, select the Company Policies > Policies category.
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Select the company policy in the result list.
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Select the Change main data task.
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Select the Show condition task.
To hide the database query on the main data form
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In the Manager, select the Company Policies > Policies category.
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Select the company policy in the result list.
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Select the Change main data task.
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Select the Hide condition task.
Related topics
Showing selected objects for company policies
Use this task to show the list of objects found using the condition on the main data form.
To show a list of the objects found
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In the Manager, select the Company Policies > Policies category.
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Select the company policy in the result list.
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Select the Change main data task.
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Select the Show selected objects task.
This shows the Result tab on the main data form, which displays a list of objects found through the database query.
Related topics
