Add, edit, and define permissions for condition types

You can create as many condition types as necessary. A condition type is an attribute or grouping that helps you organize individual conditions. After you create condition types, you must associate them with proper condition groups, so the condition types can display as options in the Condition type list after users select a condition group when creating conditions.

To add a condition type

1. From the Administration menu, select Conditions > Conditions.

2. Right-click Condition by type in the tree navigation and select New Type.

3. Enter the new name for the condition type and then select OK.

4. Open the condition type you just created.

5. Specify the Template type if desired. This applies only if the condition type supports template fields.

   Note: You can create a template field using custom fields and custom lists. For more information on creating a condition template, see Create a condition template.

6. Select Save.

1. From the Administration menu, select Conditions > Conditions.

2. Open the condition type. To open the condition type, either:

   • Locate and select the condition type under the Condition by type tree navigation.

     or

   • Select Search, enter your search criteria, and select Submit.

3. Select a different template for the condition type, if desired.

4. Select Save.

You can control which user group or user can access standard conditions of a specific condition type by defining permissions for the condition type. The permissions set for a standard condition always override the permissions set for the condition type to which it belongs. User level permissions override user-group level permissions. For more information about setting permissions for a standard condition, see Assign conditions.

To define condition type permissions

1. From theAdministration menu, select Conditions > Conditions.

2. Locate and select the condition type under the Condition by type tree navigation.

3. Select the Permissions tab.

4. Hover over the Assign button and select either Assign group or Assign user.

5. To find and select a group or user to assign, either

   • Navigate through the tree view and select the check box next to the desired user group or user.

     or

   • Select Search, enter some or all of the group or user name, select OK, and then select the check box next to the desired user group or user.

6. Select Submit.

7. From the Access menu next to the user group or user, select access permissions. The options are: Full, Read, and None.

8. Select Submit.