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UI: Policy sets

Reference for the policy set list, the create/detail/edit views, and the publish, unpublish and delete flows.

List

Route: /policies. Your policy sets with a visibility filter — all, private, public, or pending. Private sets are usable only by your org; public sets have cleared moderation; pending sets are awaiting review.

Create

Route: /policies/new. Author a set: name it and define which tags or categories it judges against and what raises an alert. Attach the set to a campaign so its runs are judged by it.

Detail / edit

Route: /policies/:id. A read-only view with an edit panel. Which publication action you see depends on the set's current state:

  • Request public approval — on a private set. Moves it into the pending/moderation state so an administrator can publish it for wider use.
  • Cancel request — on a pending set. Withdraws it from the moderation queue and returns it to private.
  • Unpublish — on an approved public set. Removes it from the shared catalog and returns it to private.
  • Delete — available for a set you own, behind a confirmation dialog.
  • Set as default / Remove default — marks this owned set as the one new campaigns pick when policy_set_id is omitted. At most one default per organization; removing it leaves new campaigns unbound until another set is marked.

All four need the policies.manage permission and only apply to sets your organization owns.

See the concept guide: Custom policies.

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