Adding Conditions to a Field

Complete the following steps to either add a default or a condition to a given field.

1. Select Setup > System Setup > Fields.
   The Fields node defaults to the Export tab.
   

   

   
   
2. Clear the values for the fields requiring calculation additions.
3. Select Save when the field contains a default value.
4. Select the Conditions icon for the same field.
   Note Conditions can be used to populate a field with a value based on test criteria rather than using a default value.
   An OnBoard - Setup (Conditions) summary screen appears, defaulted to the Defaults tab.
   

   

   
   
5. Follow the instructions in the table to add defaults or calculations.

   Situation	Steps
   Adding Defaults	Select the Add New tab. Enter the appropriate values in the App/Field Name or Field Value fields.
   Adding Calculations	Select the Calculations tab. Select the Add New tab. Enter the appropriate values in the Operator, App/Field Name, Field Value, Round to Decimals, and Half Adjust fields. Tip When Fee is selected in the App field, the Conditions section appears on the Calculations tab. Complete this section to add conditions to the fee calculation, if needed.

6. Select Save.