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Transition Criteria for Compliance Policy Record Status
Learn about the scenarios and rules governing the status transition of Compliance Policy Version and Compliance Policy Clause Version records.
Required Editions
| Available in: Lightning Experience |
| Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability. |
Turn on the Regulation and Policy Status Transition and Validation Criteria setting to enforce the status transition criteria and validation requirements for regulation and policy records.
- Considerations
- When the setting is turned on, only valid transitions occur.
- When the setting is off, all status transitions are valid, without conditions.
- Transition and validation criteria applies to individual record updates and bulk updates.
- If compliance policy version has two or more published compliance policy clause versions, each published compliance policy clause version must be associated with a unique compliance policy clause record.
For example, when the setting is on:
- You can update the status of a draft compliance policy version to review.
- You can't update the status of a pending approval compliance policy version to draft.
- You can update a pending approval compliance policy version to published only when all associated compliance policy clause versions are published or active
Compliance Policy Version Transition and Validation Criteria
| From Status | To Status | Setting On: Valid Transition | Condition: All associated clause versions must be Published or Active | Condition: All associated clause versions must be Active |
|---|---|---|---|---|
| Draft | Review | Yes | Not Applicable | Not Applicable |
| Draft | Pending Approval | No | Not Applicable | Not Applicable |
| Draft | Published | No | Not Applicable | Not Applicable |
| Draft | Active | No | Not Applicable | Not Applicable |
| Draft | Retired | No | Not Applicable | Not Applicable |
| Review | Draft | No | Not Applicable | Not Applicable |
| Review | Pending Approval | Yes | Not Applicable | Not Applicable |
| Review | Published | Yes | Yes | Not Applicable |
| Review | Active | No | Not Applicable | Not Applicable |
| Review | Retired | No | Not Applicable | Not Applicable |
| Pending Approval | Draft | No | Not Applicable | Not Applicable |
| Pending Approval | Review | Yes | Not Applicable | Not Applicable |
| Pending Approval | Published | Yes | Yes | Not Applicable |
| Pending Approval | Active | No | Not Applicable | Not Applicable |
| Pending Approval | Retired | No | Not Applicable | Not Applicable |
| Published | Draft | No | Not Applicable | Not Applicable |
| Published | Review | No | Not Applicable | Not Applicable |
| Published | Pending Approval | No | Not Applicable | Not Applicable |
| Published | Active | Yes | Not Applicable | Yes |
| Published | Retired | No | Not Applicable | Not Applicable |
| Active | Draft | No | Not Applicable | Not Applicable |
| Active | Review | No | Not Applicable | Not Applicable |
| Active | Pending Approval | No | Not Applicable | Not Applicable |
| Active | Published | No | Not Applicable | Not Applicable |
| Active | Retired | Yes | Not Applicable | Not Applicable |
| Retired | Draft | No | Not Applicable | Not Applicable |
| Retired | Review | No | Not Applicable | Not Applicable |
| Retired | Pending Approval | No | Not Applicable | Not Applicable |
| Retired | Published | No | Not Applicable | Not Applicable |
| Retired | Active | No | Not Applicable | Not Applicable |
Compliance Policy Clause Version Transition and Validation Criteria
| From Status | To Status | Setting On: Valid Transition | Condition: All associated Policy versions must NOT be Published or Active |
|---|---|---|---|
| Draft | Review | Yes | Not Applicable |
| Draft | Pending Approval | No | Not Applicable |
| Draft | Published | No | Not Applicable |
| Draft | Active | No | Not Applicable |
| Draft | Retired | No | Not Applicable |
| Review | Draft | No | Not Applicable |
| Review | Pending Approval | Yes | Not Applicable |
| Review | Published | Yes | Not Applicable |
| Review | Active | No | Not Applicable |
| Review | Retired | No | Not Applicable |
| Pending Approval | Draft | No | Not Applicable |
| Pending Approval | Review | Yes | Not Applicable |
| Pending Approval | Published | Yes | Not Applicable |
| Pending Approval | Active | No | Not Applicable |
| Pending Approval | Retired | No | Not Applicable |
| Published | Draft | No | Not Applicable |
| Published | Review | No | Not Applicable |
| Published | Pending Approval | No | Not Applicable |
| Published | Active | Yes | Not Applicable |
| Published | Retired | No | Not Applicable |
| Active | Draft | No | Not Applicable |
| Active | Review | No | Not Applicable |
| Active | Pending Approval | No | Not Applicable |
| Active | Published | No | Not Applicable |
| Active | Retired | Yes | Yes |
| Retired | Draft | No | Not Applicable |
| Retired | Review | No | Not Applicable |
| Retired | Pending Approval | No | Not Applicable |
| Retired | Published | No | Not Applicable |
| Retired | Active | No | Not Applicable |
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