Defining the entrance criteria for a stage
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.
- Creating a stage in the case life cycle