Apply conditions
Conditions can be applied to records to trigger certain actions depending on whether the conditions are met.
Standard conditions are predefined conditions which you can apply to a record. You can also create and apply custom conditions if a standard condition doesn't meet your needs.
To apply a standard condition
-
Find and open the desired record.
-
Select the Conditions tab.
-
Select New.
-
From the Standard condition list(s), select the standard condition(s) you want to apply.
Note: If your agency has configured Civic Platform to allow application of multiple standard conditions simultaneously, you may see more than one Standard condition list.
-
Complete the required fields and others as needed. See Conditions form default fields for field definitions.
-
Select Submit.
Note: Civic Platform applies the standard condition(s) you selected, and displays the condition(s) on the Conditions tab.
You can create standard conditions for the Conditions > New page. Standard conditions appear in the Standard condition list on that page.
To create a standard condition
-
Find and open the desired record.
-
Select the Conditions tab.
-
Select New.
-
Select the Standard condition link.
-
Complete the required fields and others as needed. See Conditions form default fields for field definitions.
-
Select Submit.
If an application or application component fails to meet certain established standards, you can apply conditions to limit the activities or tasks that users can perform. If none of the predefined standard conditions apply to a particular situation, you can create a custom condition.
To apply a custom condition
-
Find and open the desired record.
-
Select the Conditions tab.
-
Select New.
-
Complete the required fields and others as needed. See Conditions form default fields for field definitions.
-
Select Submit.
Note: Civic Platform applies the custom condition and then displays the conditions on the Conditions tab.