Configure and assign code analysis policy - As an administrator or a user with view and manage policy permissions, you can configure multiple named policies to define coding best practices to improve the reliability of automations by reducing errors.

Automation 360

As an administrator or a user with view and manage policy permissions, you can configure multiple named policies to define coding best practices to improve the reliability of automations by reducing errors.

Before you begin

Ensure that you have the following permissions:
  • View policies
  • Manage policies
These permissions allow you to view, edit, and assign policies that define how developers can build automations. They also allow the assignment of policies to folders for which you have access.

Procedure

  • Create policies in the Policies tab.
    1. In the Control Room, navigate to Administration > Policies.
    2. Select the Policies tab.
    3. Select the Create policy icon at the top of the policies table.
    4. Enter a meaningful name for the policy.
    5. Optional: Enter a descriptive comment for the policy.
    6. Select the rules for your automation files (Task Bot and API Tasks). In the Rules section, use the on and off slider in the rule tiles to turn on and configure one or more rules for your respective automation files.
    7. Select the Severity as either Low or High to highlight the criticality of the rule.
    8. Click Save changes to create the policy.
      A notification appears indicating the policy details are successfully saved.

    See the following video to learn how to create named policies:

    Video on creating policies

  • Assign a policy to multiple folders in the Assign tab.
    1. In the Control Room, navigate to Administration > Policies.
    2. Select the Assign tab.
    3. Select one or more folders.
    4. Select the Assign policy for checked items icon at the top right of the folders table.
      A policy selector window appears indicating the selected folder name or the number of selected folders.
    5. In the policy selector window, search for a policy using the search tool at the top.
      Note: Each policy has a summary of the number of rules.
    6. Select the policy to assign to the selected folders.
    7. Click Assign to assign the policy to the selected folders.

    See the following video to learn how to assign named policies:

    Video on how to assign named policy