The PolicyInputEx.sql file can be used to create Policy Center polices.
| Field Name | Description | ||||||||||||
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| PolicyId | The ID of the policy to edit. When creating a new policy, set this value to 0. | ||||||||||||
| PolicyDescription | The name of the policy, which must be specified when Policy Action is set to i (insert). | ||||||||||||
| Status |
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| PolicyAction |
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| AcknowledgementRequired |
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| UpdateExisitingMatters |
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| PolicyType |
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| PolicyTypeName | The name of the policy type from which the policy will be created. | ||||||||||||
| Users | A comma-separated list of users to add to the policy. The information for each user must be in the format <userId>#<role>#<matterowner>#<notify>. SET @addedUsers = 'ACASE#Member#matterowner#notify,ABROWN#Member#notify' |
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| RemoveUsers | A comma-separated list of users to remove from the policy. | ||||||||||||
| Groups | A comma-separated list of groups to add to the policy; groups can only be added to inclusion or exclusion policies. SET @addedGroups = 'G1,G2' |
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| RemoveGroups | A comma-separated list of groups to remove from the policy. | ||||||||||||
| ClientMatters |
A comma-separated list of client matters to add to the policy; client matters can only be added to inclusion and exclusion policies. SET @addedClientMatters = '1000-001,1000-002' In the case of competitive policies, this field should only list clients, which are then assigned to the Side A group. |
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| RemoveClientMatters | A comma-separated list of client matters to remove from the policy. | ||||||||||||
| CompetitiveClientMatters | A comma-separated list of clients to add to Side B of a competitive policy. | ||||||||||||
| RemoveCompetitiveClientMatters | A comma-separated list of clients to remove from Side B of a competitive policy. | ||||||||||||
| SkipToEnqueueForEventing | Do not apply the policy to any policy systems. | ||||||||||||
| sendNotification |
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| Field Name | Description |
|---|---|
| Comments | Additional information regarding the policy. |
| RequestedBy | The WorkSite user who requested the policy. |