- ContentsQuick LinksAccount Analysis landing page Accounting landing page AIM help AIM Receiver help Arrangements landing page Batch Processing landing page Custodian help Dashboard help Data Exchange landing page Dialer Campaigns landing page Exchange Manager help Invoices help Latitude help Latitude Console help Letter Console help Letters landing page Link Console help List Builder help Portfolio Manager help Reporting Console help Reporting landing page WorkFlow Designer help Work Queues landing page
WorkFlow Designer Help
Modify a User-defined Event Condition
Use the Conditions pane of an event tab to modify the criteria for which accounts to include in an event.
To modify a user-defined event condition
-
Ensure that a new or existing user-defined event is open. For more information, see Create a User-defined Event or Modify a User-defined Event.
-
In the Conditions pane, do one of the following:
-
Double-click a condition.
-
Right-click a condition and then click Edit.
A dialog box appears, which allows you to modify the criteria. The title of the dialog box and the information displayed depends on the condition selected.
-
In the dialog box, modify the criteria and then click Okay. WorkFlow Designer updates the condition in the Conditions pane.
-
In the Conditions pane, click Save. The Save Query Dialog box appears.
-
Click Save.