Establishing Condition Types

Adding a Condition Type

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 drop-down list after users select a condition group when creating conditions.

To add a condition type

1. Access the Conditions Maintenance portlet (Accessing the Conditions Maintenance Portlet).

2. Highlight Condition By Type in the Administration portlet and right-click and select New Type.

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

   Civic Platform adds the new condition type to the top of the Condition By Type navigation tree.

4. Optionally, specify the Template type. This applies only if the condition type supports template fields.

   You can create a template field using Custom Fields and Custom Lists. For an overview on how to create a condition template, see the topics in the section, Creating a Condition Template.

5. Click Submit.

   Civic Platform saves the condition type.

Searching for a Condition Type

When you want to edit an existing condition type, you first need to search for it. You can also search for a condition type to view the type details without necessarily editing it.

To see a list of all condition types, click Condition By Type. All condition types display in the Condition Administration navigation tree.

To search for a condition type

1. Access the Conditions Maintenance portlet (Navigating to the Setup).

2. Highlight Condition By Type in the Administration portlet.

3. Click Search.

4. Enter the name of the condition type that you want to search for, select the condition template and then click Submit.

   Civic Platform returns a list of condition types that match your search criteria.

Editing a Condition Type

You can edit the details about a condition type.

To edit a condition type

1. Access the Conditions Maintenance portlet (Accessing the Conditions Maintenance Portlet).

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

   You can also search for the condition type and then edit the details. See Searching for a Condition Type.

   Civic Platform displays the condition type details in the Condition Type tab.

3. Select another template for the condition type and then click Save.

   Civic Platform saves your changes.

Defining Condition Type Permissions

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 Assigning Conditions.

To define condition type permissions

1. Access the Conditions Maintenance portlet (Accessing the Conditions Maintenance Portlet).

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

   You can also search for the condition type and open it. See Searching for a Condition Type.

   Civic Platform displays the condition type details in the Condition Type tab.

3. Click the Permissions tab.

   Civic Platform displays the Permissions tab on the Condition Type detail portlet.

4. Click Assign.

   Civic Platform displays the Assign drop-down menu.

5. Select Assign Group or Assign User.

6. Navigate through the tree view to select the desired user group or user.

7. Click Submit.

   Civic Platform lists the user group or user on the Permissions tab and assigns the user group or user full access permission by default.

8. Use the drop-down next to the user group or user to assign Full Access, Read Only, or No Access.

9. Click Submit.

   Civic Platform saves your changes to the permissions of the selected user group or user.