Edit a Policy Optimizer Workflow

Used to override values provided by the workflow pack configuration. Changes apply only to task configurations of new reviews, not currently opened reviews in the workflow.

The sections available to edit are dependent on the type of workflow.

On the Workflows page, select the Policy Optimizer workflow to edit, and in the row for that workflow, click the Menu icon , and then click Edit. The General Properties section has fields that each workflow type have in common.

The following are general fields that each workflow type have in common, listed in Workflow Properties.

• Workflow Name can be edited, but needs to be a unique name.

• Group is auto-assigned. Contact Pro Services to change.

• Version is updated each time an new workflow pack version is uploaded.

• Ticket Prefix is auto-generated. Contact Pro Services to change.

• Default Sort to Create Data DESC is used to allow the default sort order of Policy Planner and Policy Optimizer tickets (based on create date) to be changed from ascending to descending order.

• Optimize Size of Network Objects when enabled is used to return the object in the smallest number of objects that match what was provided in the request. If not enabled, the system will return the requested object exactly as provided in the request.

• Restrict Review Unassigning is used to prevent a user from unassigning a review that has been assigned to them instead of assigning the review to another user. When selected, the Unassign option in Policy Optimizer will be hidden, and the user will need to select Assign to User to unassign the review from themselves.