The choices
Lists mean “all”
Choose List and add rules: Signed-in users, Users with roleeditor, Signed in with 2FA. The request passes only for a signed-in editor who completed a second step.
For “any of” (an owner or an admin), use a Custom condition with Any of, containing Owns the record and Has role.
Mixing named rules and conditions
A list can mix: This environment →team_member and Users with role editor together means “a team member who is an editor”.
Unknown names
A rule that names something that doesn’t exist is refused when you save. Studio warns first: “x” is not a policy in this environment, so this action will be refused when you save. Named rules belong to an environment: a rule created indevelopment must exist in production too (promote it).
Choosing well
- Use built-ins for most cases.
- Use named rules for anything used more than once, or that a teammate should be able to read and change in one place.
- Use custom conditions for one-offs.
- Use List to add a requirement (“and also 2FA”).
Named rules
Create saved rules.
Shortcuts
What each shortcut means.