Converting between Data and UI Policies

It's often possible to convert a UI Policy to a Data Policy, and vice versa. On the UI Policy form, you'll find a UI Action called convert this to Data Policy.

This UI Action will only show up if the following criteria are met:

1. The Run Scripts tick-box on the Advanced view must not be checked.

2. The Global tick-box must be checked.

3. Any UI Policy Actions associated with the UI Policy must not affect the visibility of a field (all Actions must have the Visible field set to Leave alone).

If the above conditions are met, you'll see the Convert this to Data Policy UI Action under the Related Links section of the form.

Clicking this link will automatically generate a new Data Policy and take you to the form displaying the new record. At the bottom, you'll also see auto-generated Data Policy Rules in the related list.

Demo

Let's navigate back to the UI Policy we created earlier to ensure that the Major Incident field on the Virtual War Room table becomes read-only...