Overview
Approval Conditions allow managers to control when a Lead or Purchase update requires approval before a document can be generated.
When a condition is no longer needed, you can disable it temporarily or delete it entirely.
This guide walks you through:
How to disable an existing approval condition
How to permanently delete an approval condition
What are Approval Conditions?
Approval Conditions is an Admin Console feature under Easydocs → Approval Conditions. It allows administrators to define rules that trigger a manager approval workflow before an EasyDoc (or other document) can be generated or finalized. Each condition specifies:
Type: Lead or Purchase (which object the rule applies to)
Field: The specific field to monitor
Comparator: The comparison operation used to evaluate the field (e.g., less than, equal, or change)
Value: A comparison value when required (Optionally: Compare to the minimum price from a price sheet instead of a literal value)
Enabled state: Toggle each condition on/off
Admins can add multiple conditions and delete or edit them as needed.
How to disable/delete an Approval Condition?
Step 1: Go to Approval Conditions
Go to Admin Console → EasyDocs → Approval Conditions.
You will see a list of existing approval rules, if any.
Step 2: Locate the Approval Condition
Scroll through the list to find the condition you want to disable.
Each condition appears with its Type, Field, Comparator, Value (if any), and an Enabled toggle.
Step 3: Disable the Approval Condition
After configuring the Approval Condition, toggle Enabled ON to activate it.
Toggle OFF if you want the rule stored but not enforced.
Step 4: Delete the Condition
Click the X icon beside the condition.
Confirm deletion when prompted.
Tips & Best Practices
Disable instead of delete if you may need the condition again in the future.
Deleting a condition is permanent and cannot be undone.