Create a view rule

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • Create view rules to define the form view of the privacy cases in the Privacy Workspace. Specifying the rules helps you to control how the privacy case form appears.

    Vorbereitungen

    Role required: sn_privacy_case.privacy_case_admin

    Prozedur

    1. Navigate to All > Privacy Case Management > Case type.
    2. Select the View Rules related list on the case type form.
    3. Select New.
    4. On the View Rule form, fill in the fields.
      For a description of the fields on the View Rule form, see View rule form.
    5. Select Submit.