Add New Condition

Steps to Add a New Condition for an Approval Role

1. From the Condition Tasks navigation menu on the left side of the screen, select Add New Condition.
2. This opens the Approver Policy Editor window, where you can create a new Condition.
   
   Important: Although the Approver Policy Editor and the Author Policy may appear similar, they serve different purposes that do not intersect. The Approver Policy Editor is specifically for creating conditions used in the Approval Workflow. It does not include any conditions or policies generated by the Policy Manager.
3. Do not manually enter the Policy Name in the field. Instead, select an existing condition from the table below the Policy Name field.
4. If no conditions are listed or if you want to create a new one, click the Add button under the Conditions list.
   Learn more about the Conditions Editor from this article.
5. Whether you are Adding, Removing, or Editing conditions, you can click Generate Policy Name to automatically create a policy name based on the applied conditions. This makes it easier to identify and manage conditions when creating or modifying workflows.
6. When finished, click OK to save the new condition.

For a step-by-step visual guide, watch the video below about Adding a New Condition.