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- Follow the instructions "Setting up an Approval Level", selecting 'yes' for conditional approval.
- In the 'Rules' tab of the App Group Administration, click on "Add"
- Begin by naming the rule so it can be found (example: Add Level 4 approval)
- Select if the conditional approval rule will apply to new, renewals, or new and renewals
- If this is the first time setting up a conditional approval, you will not have an action setup yet and will need to click on 'Add new action'.
- Select 'Add Approvals' from the Action drop down list, then select the Conditional Approval previously set up. You may optionally type in a message and description for the trigger and rule.
- Click on 'Save'. This will automatically select the action you just created. Continue by clicking on 'Add new condition'.
- Select the field from the form that will determine the condition of the rule. For example: An applicant selects 'yes' on a field, which will require an additional approval. Select that field selection at this step.
- Select the 'Comparison Method'. Each method will allow you to select a range of values or a single value. Use the 'value' options for fields from the previous step that have text entries or selections and use the 'number' options for fields from the previous step that have a numeric applicant entry.
- Enter the Comparison 'Value'. This is the value(s) that must be entered by the applicant in order for the condition to be met and the extra approval to be required.
- Click on 'Save'.
- To add additional conditions to the rule, click on "Add new condition" and follow steps 8-11 again. If there are no other conditions, click on 'Save' to complete the setup.