Building conditions with the Condition Builder

The Condition Builder has three columns. You can add more than one condition on the Condition Builder. If you select Match All, all of the conditions must be met. If you select Match Any, any one of the conditions must be met.

  1. In the left column, select the employee-related field to assign a condition to. For example, to select employees for HR organization 7004, expand the HROrganization name (click arrow next to it) and select HROrganization. This will show in the condition as HROrganization.HROrganization.
  2. In the middle column, select the condition operator, for example, "is equal to".
  3. In the right column, specify the value. In this case, 7004.
  4. To add another condition, click the plus (+) button.
  5. If applicable, add another condition in the second row. For example, if you want only resources with a relationship to organization of EMPLOYEE to be eligible, specify the condition RelationshipToOrganization (left column) is equal to (center column) EMPLOYEE (right column).
  6. Continue adding your conditions until you are done. For example, you could add "RelationshipStatus is equal to Active". The result of these three conditions is a group consisting of all active employees in organization 7004.
    Note: 

    To remove a condition from the Condition Builder, click the minus (-) button next to the condition.

  7. When you are done with your conditions, click OK. All of the conditions that you defined are added in the Condition box separated by "and" or "or" (depending on whether you selected Match All or Match Any.
  8. To remove a condition, remove it from the text box. You can also edit a condition within the text.
  9. To add more conditions, click the Builder button, specify your conditions as defined in this procedure, and click OK.

    The system prompts you about replacing the existing conditions with these conditions or appending the conditions to the existing conditions. If you select Append, the conditions are added at the end of the other conditions.