Adding or Removing Standard Criteria
- Start by opening the Settings menu from the left sidebar.
- Next, navigate to the Criteria section to manage organizational requirements.
- Select the a category under Criteria to access your criteria fields.
- Select the grayed out criteria you want to add to the request flow.
- Use the Enabled dropdown to add this criterion to the workflow.
- Click the Save button to apply and store your changes to the criterion settings.
- Select an active criterion to remove it.
- Choose Enabled = No to disable.
- Click Save to confirm and implement your updated criteria settings.
