Apply conditions to a set

Civic Platform applies conditions to set members just as it does with individual records. When you apply a condition to a set, the action applies to all records within the set simultaneously For more information about conditions, see Conditions.

Note: An agency administrator must enable this feature. Contact you agency administrator if you have questions.

To apply conditions to a set

  1. From the Sets page, open the set to which you want to apply a condition.

  2. Select the Conditions tab.

  3. Select New.

  4. Complete the required fields and others as needed.

  5. Select Submit.