Release Conditions

Create New Release Conditions

Step 1

Navigate to the activity/tool for which you want to use a Release Condition.

Step 2

Open the activity/tool for editing. 

Note

Instructions for opening the activity/tool for editing are different per activity/tool. If you are unsure how to open the activity/tool for edit, locate and review the Help Page for that activity/tool.

Step 3

In the activity/tool, navigate to the Availability Dates & Conditions area.

Step 4

Expand Availability Dates & Conditions (if applicable), then select Add Release Condition.

Step 5

Select Create New.

Step 6

Use the dropdown menu to select Condition Type.

Step 7

An additional Condition Details dropdown menu will appear and provide choices based on what was selected for Condition Type. Select the specific requirement. 

Step 8

Select Create.

Step 9

(Optional) If you have more than one condition that users must satisfy, continue to add conditions by following Steps 5 - 8.

Step 10

(Optional) If more than one Release Condition has been added to the activity/tool, an additional menu appears and allows you to set how conditions interact.

  • Select All conditions must be met if the user must satisfy all conditions.
  • Select Any condition must be met if the user must satisfy only one of the conditions.

Step 11

Select Save and Close.

Add Existing Release Conditions

Step 1

Navigate to the activity/tool for you want to use a Release Condition.

Step 2

Open the activity/tool for editing. 

Note

Instructions for opening the activity/tool for editing are different per activity/tool. If you are unsure how to open the activity/tool for edit, locate and review the Help Page for that activity/tool.

Step 3

In the activity/tool, navigate to the Availability Dates & Conditions area.

Step 4

Expand Availability Dates & Conditions (if applicable), then select Add Release Condition.

Step 5

Select Add Existing.

Step 6

Select the Release Condition(s) by checking the box to the left of the condition(s). If you have many Release Conditions, use the View Conditions for menu to filter by a specific tool.

Step 7

Select the Attach button.

Step 8

(Optional) If you have more than one condition that users must satisfy, continue to add conditions by following Steps 5 - 8.

Step 9

(Optional) If more than one Release Condition has been added to the activity/tool, an additional menu appears and allows you to set how conditions interact.

  • Select All conditions must be met if the user must satisfy all conditions.
  • Select Any condition must be met if the user must satisfy only one of the conditions.

Step 10

Select Save and Close.

Remove Release Conditions

Step 1

Navigate to the activity/tool from which you want to remove the Release Condition.

Step 2

Open the activity/tool for editing. 

Note

Instructions for opening the activity/tool for editing are different per activity/tool. If you are unsure how to open the activity/tool for edit, locate and review the Help Page for that activity/tool.

Step 3

In the activity/tool, navigate to the Availability Dates & Conditions area.

Step 4

Expand Availability Dates & Conditions (if applicable), then locate the Release Condition(s). 

Step 5

Select the X next to the Release Condition(s) you want to remove. 

Step 6

Select Save and Close.

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