Clone a Field Display Policy (provider deployment)

  1. Login as provider administrator or higher.

  2. Choose the desired hierarchy.

  3. Choose Customizations > Field Display Policies to show the list of existing Field Display Policies.

  4. Click on the field display policy that you want to clone.

  5. Choose Actions > Clone.

  6. Update the necessary fields for the cloned Field Display Policy. Refer to “Rules When Creating a Field Display Policy” for more information.

  7. Click Save.

The cloned Field Display Policy is available to be applied to the item by selecting it in a Menu Layout that is available to a Role.

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Rules When Creating a Field Display Policy

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Add or Edit a Field Display Policy