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Defining the entrance criteria for a stage


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Prevent delays and improve the efficiency of the case resolution process by verifying that the user attaches relevant documentation and provides appropriate information. Validate case properties, attachments, and conditions to determine whether a case can enter a specific stage as it moves through the case life cycle.

For example, you can check whether a vehicle loan case has an attached credit score before sending the case to a finance manager for approval.

You cannot define entrance criteria for the Create stage. For more information, see The Create stage.

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

  • Reviewing required attachments for stage entry

    Maximize efficiency and speed up the case resolution process by verifying that the user provides relevant information, such as documentation and correspondence, before a case enters the next stage.

  • Validating field values for stage entry

    Ensure that a case contains relevant data before it enters a specific stage by validating the field values that users provide. By validating field values for a stage entry, you prevent the case from proceeding to the next stage without the relevant information. If the value that the user enters into a form at run time meets the condition in a validate rule, the application displays an error message.

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