Manage Transaction Security Policies
- Change policy configurations.
- Create a policy view.
- Filter policies to show in a view.
It’s easy to manage policies when you have only a few, but it can get harder when you have many. To make managing policies easier, you can reconfigure policies as needed, create views of policies, and sort policies.
Editing a policy to change the notification, action, or most anything else is easy. On the Transaction Security main page, click Edit next to the policy you want to update. Let’s edit the Block Android policy as an example.
You can change almost all the things you set when you created the policy. What you can’t do is change the Apex code that implements the policy. That’s a different step, which we cover a bit later.
You can select which policies are shown by creating views. A view is a filtered list of policies. You filter the policies by their characteristics. When you start out, the Transaction Security Policies page shows all the policies you have.
- Apex class name
- Event type
- Policy name
- Whether the policy is enabled
- First you name the view. Call this one My Policies. Transaction Security automatically uses your policy name to create My_Policies as the unique name.
- Select My Transaction Security Policies for the filter criteria. We aren’t filtering by any additional fields because we want to see all your policies.
- All fields are displayed by default, so select the fields you don’t want to
display and move them to Available Fields. You can also order the fields however
- You can go wild when setting who gets to use this view. There’s a large range
between only you and everyone . You can pick groups and roles with or without
subordinates. You can also mix-and-match groups and roles.
Here’s an example view.
Since we didn’t specify any additional fields, no other fields are shown.
- Review the settings and click Save when you’re ready.
- Back on the home page for Transaction Security, select My Policies in the View dropdown. You see all the policies you’ve created so far, along with the supplied policies if you didn’t filter them out. If you didn’t filter them out, try editing your view to do that.