Managing Policies Using Case Display Template Actions

This topic discusses how to manage policies using case display template actions.

Page Name	Definition Name	Usage
Manage Policies by Case Display Template Action Page	RC_RDT_PLCY_SRCH	View AAF policies that are using the Case Display Template action.

Use the Manage Policies by Case Display Template Action page (RC_RDT_PLCY_SRCH) to view AAF policies that are using the Case Display Template action.

Navigation

select Set Up CRM, then select Common Definitions, then select Component Configuration, then select Display Templates, then select Case Display Template Policies

Image: Manage Policies by Case Display Template Action page

This example illustrates the fields and controls on the Manage Policies by Case Display Template Action page.

To locate policies that are related to certain setIDs, trigger points, contexts, display template families, or display template IDs, select or enter information in the appropriate fields shown in the Search section, and then click Search.

Managing Policies Using Case Display Template Actions

Page Used to Manage Policies Using Case Display Template Actions

Manage Policies by Case Display Template Action Page