Open

You will learn

How to create a new filter policy and apply it to a team, application, and tag.

Prerequisites

Audience: IT Professional or End User
Difficulty: Basic
Time needed: Approximately 5 minutes
Tools required: N/A

Create a Filter Policy

1. To create a new filter policy, click on Customization from the navigation sidebar and click on Policies. From the Filter Policies tab click the Create Policy button.
   
   

   Open

   

    

2. A New Policy pop-up will appear. Fill the Name field and select a Filter from the drop-down list. New filters can be created from this same pop-up by clicking the Create Filter button.
   
   

    

3. Once a policy filter is created the user can expand the policy to apply it to a team, application, and/or tag by making use of the Applications, Teams, and Tags entry fields along with their respective buttons.
   
   

   
   Note the Team added to the policy below. This can be removed by clicking the Remove button.
   
   

    

4. Optionally, an Email Notification List can be created for the policy by clicking the Add Emails button. A pop-up will appear with an entry field for email addresses to be added and a drop-down list allowing selection of existing email lists. For more information refer to the Notifications and Email Alerts guide.
   
   

    

5. The policy can be edited or deleted by clicking the Edit/Delete button. This brings up a menu allowing for the policy name to be edited or a different filter to be selected from the drop-down list. Changes can be saved by clicking the Save Edits button. The policy can be deleted by clicking the Delete button.
   
   

    

6. After the policy is added to a team or application the policy status will be seen on the Manage Policies page and Portfolio page’s Application Details.
   
   

   
   See the highlighted image below, note the Policy Status column.

Table of Contents