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Defining the entrance criteria for a stage


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Evaluate case properties, attachments, and conditions to determine when a case enters a stage as it moves through the case life cycle.

For example, you can check if an Auto Loan case has an attached credit score before sending the case to a finance manager for approval.

Use the following techniques to define entrance criteria for a stage:

  • Requiring attachments for stage entry

    Validate case attachments at run time to ensure that a case contains relevant files before it enters a stage.

  • Requiring property values for stage entry

    To ensure that a case contains relevant data before it enters a specific stage, validate the property values that users provide. For example, you can check if a job applicant provides contact details and working experience before a job application case enters the stage in which a manager approves or rejects the job application.

Related Content


Creating a stage in the case life cycle
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