Modify Condition

To modify a condition for an Approval Role, go to the Modify Condition option from the Condition Tasks navigation menu on the left side of the screen. 

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This will open the Approver Policy Editor window which will allow you to make the necessary edits to the Condition. 

Important! 

While the Approver Policy Editor and the Author Policy may seem quite similar in terms of scope, they each have distinct purposes that do not intersect. When you are in the process of creating a Condition, it can be a bit confusing because the interface is named the Approver Policy Editor. However, it's important to note that this editor is actually used to create Conditions for the Approval Workflow. You will not find any Conditions or Policies generated from the Policy Manager in this list. 

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You can modify the policy name in the Policy Name field. Choose the Condition from the table below the Policy Name field.  If you do not have the necessary Condition, you can create a new one by clicking on the Add button under the Conditions list. Learn more about the Conditions Editor. 

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You can also Remove Conditions from the list, if that is what you need. Select the Condition Name from the list, then click on the Remove button below. 

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Whether you are Adding, Removing or Editing Conditions on the Approver Policy Editor screen, once ready you can click on the Generate Policy Name to update the policy name based on the applicable Conditions. This helps to easily find and understand necessary Conditions in future when you are creating or modifying Workflows. 

Once you are done creating the Condition from the Approver Policy Editor screen, click OK to save it. 

 

Watch the video below about Modifying a Condition.