Add condition

Add condition

  1. Sign in to Zoho One, then click Admin Panel in the left menu.
  2. Go to Applications.
  3. Go to Conditional Assignment, then click Assign Group.
  4. Choose a group to apply the condition to, or click Everyone if you want to apply the condition to your entire organization.
  5. Check Also apply condition to existing members to apply the conditions to the users already present in the chosen group. If unchecked, those users will be excluded from the condition.
  6. Check Overwrite the roles assigned manually to Users to apply the condition to users who already have access to the app. If unchecked, those users will be excluded from the condition and retain the role assigned manually by the admin.
  7. Add rules under CONFIGURE THE CONDITION.
  8. Note: When multiple rules are present, they will be checked in the order they are added. Only the users who don't match with the first rule will be checked against the second, and so on. 
  9. Click Assign.

    • Related Articles

    • Delete condition

      When a condition is deleted, the priorities of the remaining conditions will be reordered, and future users will be assigned accordingly. The existing users (assigned through conditional assignment) will have their roles reassigned based on the ...
    • Condition priority

      Priorities affect application settings during assignment. Mastering the use of priorities can help you create powerful assignment automations.   When multiple conditions are added for an application, the conditions are prioritized in the order they ...
    • View the condition by removing a checkbox

      To remove the checkbox and view the condition: 1. Select the cell where the checkbox is to be removed.  2. Click Edit > Clear > Checkbox. 3. Alternatively, you can select the range of cells you want to remove the checkboxes from, and click on ...
    • How do I add a question logic?

      Use if and then logic in your questions to get focused and relevant responses. Let's say you ask your respondents to state their favorite online survey tool, but you actually want to find out what they think of Zoho Survey. First, add a multiple ...
    • How do I add my attachments to Zoho Docs?

      You can add the attachments you receive in mail to Zoho Docs by enabling a filter with the Add attachment to condition. Refer this help page for instructions.