Skip to content
  • There are no suggestions because the search field is empty.

Modify Condition

Steps to Modify a Condition for an Approval Role

  1. From the Condition Tasks navigation menu on the left side of the screen, select Modify Condition.
    Modify Condition menu option from the Condition Tasks navigation menu
  2. This opens the Approver Policy Editor window, where you can edit the condition as needed.
    Approver Policy Editor window
  3. You can modify the policy name in the Policy Name field.
  4. Select the condition you want to modify from the table below the Policy Name field, and click the Edit button.
    Approver Policy Editor window edit button
  5. If the Condition you need is not listed or you would like to create a new one, click the Add button under the Conditions list.
    Learn more about the Conditions Editor in this article.
  6. To Remove Conditions from the list, select the Condition Name from the list and click Remove.
    Approver Policy window Remove button
  7. After Adding, Removing or Editing Conditions, click the Generate Policy Name to update the policy name based on the current conditions. This makes it easier to identify relevant conditions when creating or modifying Workflows.
  8. When finished, click OK to save your changes.

 

 

For a visual walkthrough, watch the video below about Modifying a Condition.