The main editor window consists of three panes. The Data Elements pane shows all of the data elements and data sets that you can declare in your policy. Data is declared when you move it into a group in the Groups pane. In both panes, you can right-click an object to display a menu of actions that can be performed on that object.
The Your Policy pane displays the results of changes
you have made in the editor.
If you make a change in the policy that is not reflected in the
bottom pane, click
to ensure you have the latest view.
This pane displays data sets and data elements that you can use in your policy. You can use the base data elements and categories provided by the editor or create new data elements. After you find or create a data element that describes the kind of data you want to declare in your policy, move the element to a group in the Groups pane of the editor. You can also move an entire data set into a group.
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Moves a selected data set or data element into a selected group. Only enabled when both the source data and the target group are selected. |
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Creates a new data set in the All Data Elements tree. |
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Creates a new data element for the selected data set. Only enabled when a data set that you created is selected (that is, not one of the base data sets or categories). |
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Cuts a selected data element into the editor's clipboard to be pasted into another data set. |
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Copies a selected data element into the editor's clipboard to be pasted into another data set or group. |
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Pastes the contents of the editor's clipboard into a selected data set. |
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Immediately removes a selected data set or data element without a confirmation prompt. |
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Displays the properties of a selected data element or data set. |
This pane shows the data that is declared in your policy. All data must be in one or more data groups. You can create as many groups as necessary for your policy.
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Moves the selected data group up or the selected data element up in the group. |
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Moves the selected data group down or the selected data element down in the group. |
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Creates a new data group. |
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Cuts a selected data element into the editor's clipboard to be pasted into another data group. |
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Copies a selected data element into the editor's clipboard to be pasted into another data group. |
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Pastes the contents of the editor's clipboard into a selected data group. |
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Immediately removes a selected data group without a confirmation prompt. |
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Displays the properties of a selected data group. |
This pane shows different views of your policy. The policy cannot be changed in any of the tabs; they are simply for displaying the policy.
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Refreshes the display in the tabs according to any changes you have made. |
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Copies text selected from the HTML Policy, XML Policy, Errors or Compact Policy tabs into the system clipboard. |
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Displays the global properties of your policy. |