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Formatting Conditions of Approval

1/4/2021

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Formatting Conditions of Approval is really helpful when there is a lot of text for each condition.  Fonts, font size, bold, underline, bullets, numbering, and adding a link within the text have had success. However, the italics, inserting a photo, and font color may not keep the formatting on reports. Follow the steps below to create and format a Condition of Approval.

1. With your record selected, click on the Conditions of Approval page.
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2. Click the New button.
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3. Select “Conditions of Approval” from the dropdown.
4. Click the Submit button.
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5. Check the box in front of the appropriate Condition of Approval.
6. Click the Select button.
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7. The Condition of Approval has now been added with a default comment: “There are conditions of approval on this record which must be met.”
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8. To add additional detail, click on the Actions dropdown.
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9. A new window will pop up where you may input additional information. There is a basic HTML editor included, which will allow you to format your text.
a. NOTE: You have access to any Standard Comments loaded into your agency as well.
b. NOTE: Several reports pull in Conditions of Approval along with the HTML formatting and will look much better if your agency uses consistent formatting.
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Fonts, font size, bold, underline, bullets, numbering, and adding a link within the text have had success. However, the italics, inserting a photo, and font color may not keep the formatting on reports.

10. To update the default text that appears in the Conditions of Approval list for the record (see #7 above), scroll down and change the Short Comments (this step is optional).
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11. After updating with the necessary information, click the Save button.
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12. You can now see the updated short comments in the list.
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