Choose what Continual asks before doing

A policy holds or refuses a change, such as issuing an invoice. Policies are how you set two things today: autonomy, what agents may do alone, and controls, the business rules that hold for anyone. See approvals for how the model works and how a held change is decided.

Add a policy to have Continual ask before more changes, or remove one to let it act and report. Every organization starts with Agents ask before they commit or delete. Under it, Continual edits records freely. It asks before it deletes anything, or before a change the business is bound by, such as issuing an invoice.

Before you start: to change the organization's policies, you need the organization's Admin role. Policies in your own settings, You, are yours to change.

Add a policy

1. 1

   Choose where it applies

   Open Settings. Under Continual, choose Organization for everyone's work, or You for your own.

2. 2

   Start the policy

   Under Policies, choose Add policy, and give it a Name.

3. 3

   Say what it governs

   Enter the Object by its type, such as finance.invoice, or leave it empty for every kind of record. Then enter the Operations it governs by ID, such as finance.invoices.issue, or choose Consequences: Edits, Deletes, Commits, or Says. Commits are changes the business is bound by, such as issuing an invoice. Says is Continual posting in a thread.

4. 4

   Narrow it if you need to

   Add a When filter to cover only some records, such as invoices over 10,000.

5. 5

   Choose whom it applies to

   Set Applies to to Everyone, People, or Agents.

6. 6

   Choose what happens

   Set Effect to Require approval or Deny. For Require approval, enter an Approver permission by its key, such as platform.approvals.approve, which admins hold on the organization. It is checked on the record the change acts on. Anyone who already holds it there is not held. Leave it empty so the person Continual works for decides.

7. 7

   Save it

   Choose Create policy, or press ⌘ ↵. It applies to the next change it matches.

A policy only adds a requirement. It never lets anyone do more than their roles allow. Your own policies add to the organization's.

Some policies to try

To	Set
Have Continual ask before every change to deals	Object sales.deal; Consequences Edits, Deletes, and Commits; Applies to Agents
Hold large invoices for an admin	Object finance.invoice; When Total over your limit; Approver platform.approvals.approve
Stop Continual from deleting anything	Consequences Deletes; Applies to Agents; Effect Deny

Finance already holds invoices over 10,000 for an admin, with Large invoices need an admin.

Change or remove a policy

Choose a policy's name under Policies to open its page, and edit its fields there. To remove it, open the record's menu and choose Delete. Remove Agents ask before they commit or delete to let Continual issue, post, and delete without asking.

Next steps