Modify a document policy
Use the procedure below to access the workflow policy creation wizard in modify
mode. A document policy defines the relationship between a form, a form data
entry template, and form field mappings. For more detail on policies, entry
templates, and mapping fields in Workplace, see Get
started with form policies.
To modify a document policy
- Locate the document policy in the object store.
- Right-click the policy link and select Modify Document
Policy. The document policy wizard launches in modify mode. This provides
access to all settings for the policy. Click the appropriate wizard step to
access the settings you want to change. Components for each step that were
attached during the policy's creation (e.g., the entry template) are listed
at the top of the screen. The Summary section at the bottom of the screen
lists components that are associated with the policy.
- Click the step you want to access and locate the settings you want to modify.
Modify Policy
- Select Form Template.
- Select Entry Template.
- Map Form Fields.
Save Policy
- Set
Properties.
- Set Security.
- Click Finish to complete the process and
save your changes.