Create a view rule

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.

Before you begin

Role required: sn_privacy_case.privacy_case_admin

Procedure

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.

6. View rule form
   Learn about the fields on the view rule form. Use this form to define workspace and default view rules in the Privacy Case Management application.

Parent Topic:Configuring Privacy Case Management