Editing a policy

Use the Policy Details area of the Workflows window for changing policy settings and the Workflow editor area for editing policy workflows.

1. If the Workflows window is not open, click Workflow Editor.
2. In Policy Details, click the row whose policy you want to change, then edit the cells as needed.
   As soon as you make a change, Undo is enabled. Click it if you want to undo the changes made so far to the policy settings.

   After a policy has been saved, you cannot change its name. Instead, copy the policy and edit the name of the copy.

3. Click Edit Workflow to open the policy in the Workflow editor, then edit the activities as needed:
   • To edit an activity, double-click it.
   • To delete an activity or connector, select it and click Delete. You can also use Shift+click to select multiple activities or use click and drag to select a rectangular area.
   • To copy an activity, select it, click Copy. Click where you want it to go in this or another policy open in the work area, and click Paste. You can also use Shift+click to select multiple activities or use click and drag to select a rectangular area.
   • To move an activity, select it, click Cut, then click to where you want to move it in this or another policy open in the work area, and click Paste. You can also use Shift+click to select multiple activities or use click and drag to select a rectangular area.
   • To add an activity, click its icon in the Workflow components frame, then click inside the Grapher view.
   • To connect an activity, click Connect, then drag from the source activity to the target and click.
   • To restore the Policy Details area, click Expand; to collapse it, click Collapse.
4. When you have finished editing, if Validate is enabled, click it to check the logic flow.
   If there are errors, fix them as indicated in the message, and click Validate again.
5. Click Apply to save your changes and continue working with policies; -OR- click OK to save your changes and close the window.
   If the policy is set to Auto start, it will start running automatically; if not, you will need to click Start Policy.