How to Create Custom Criteria

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Accessing Criteria in Settings

1. Open the settings menu
   From the left sidebar, click on the Settings menu.
2. Navigate to the criteria section
   Within Settings, locate and click on the Criteria section. This area allows you to define requirements relevant to your organization.
3. Select a criteria category within the menu
   Under the Criteria section, select the object General, Finance, Compliance, IT, or Legal to review and manage criteria categories.
4. Select your object destination
   Select: Vendor, Software, or Agreement 

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Adding a Custom Criterion

5. Click the green plus button
   Press the green plus button to begin creating a new vendor criterion.
6. Name and Description Write in the name and description of the custom criterion
7. Choose a Data Type
   Open the Criteria data type dropdown to select how the criterion should be formatted. 8. Select the associated object
8. Select from the three Request options
   1. Gather in request forms
      1. Do you want this information to be included when someone create a software request?
   2. Required in Request form
      1. Should the field be required within the request workflow
   3. Shared with sellers?
      1. Do you want this information to be shared with the sales representative from the vendor you’re looking to make a purchase from.
9. Click Create
   Once your inputs are complete, click Create to save the new criterion and add it.