Defining property value requirements for stage entry

You can define the criteria that property values must meet for a case to enter a stage in the life cycle of a case type, for example property values that are required for a stage. By validating the properties, you can ensure that a case contains relevant data before it enters the stage.

1. In the Explorer panel, click Cases, and then click the case type that you want to open.

2. On the Data model tab, click Validations.
3. Hover over the cell that corresponds to the row of the property to validate and the column of the stage for which you want to perform validation.

4. Add validation for the stage.

   If the stage does not have any validation criteria, click Add entry validation and do the following:

   1. In the Message field, enter the text to display when the validation criteria is met at run time.

   2. From the Field list, select the property to validate.

   3. From the Comparator list, select a comparator.

   4. In the Value field, enter a value to compare with the user input, if applicable.

   5. Optional: Add an AND operator to use another property in the expression. If all properties meet the defined criteria, the condition passes.

   6. If the defined criteria meets the specified conditions at run time, validation is triggered, causing the defined message to be displayed for the associated property at run time.

      Complete the following steps:

      1. Click the Plus icon next to the property after which you want to add the AND operator.

      2. Select AND.

      3. From the Field list, select the property to validate.

      4. From the Comparator list, select a comparator.

      5. In the Value field, enter a value to compare with the user input, if applicable.

      6. Optional: Add multiple AND operators to include multiple properties in the expression.

   7. Optional: Add an OR operator to use another property in the condition. If either property meets the defined criteria, the condition passes.

      Complete the following steps:

      1. Click the Plus icon next to the property after which you want to insert the OR operator.

      2. Select OR .

      3. From the Field list, select the property to validate.

      4. From the Comparator list, select a comparator.

      5. In the Value field, enter a value to compare with the user input, if applicable.

      6. Optional: Add multiple AND operators to include multiple properties in the expression.

      7. Optional: Add an OR operator to start a new expression.

   If the stage has validation added, click Add another validation and do the following:

   1. In the Message field, enter the text to display when the validation criteria is met at run time.

   2. From the Field list, select the property to validate.

   3. From the Comparator list, select a comparator.

   4. In the Value field, enter a value to compare with the user input, if applicable.

   5. Optional: Add an AND operator to use another property in the expression. If all properties meet the defined criteria, the condition passes.

   6. If the defined criteria meets the specified conditions at run time, validation is triggered, causing the defined message to be displayed for the associated property at run time.

      Complete the following steps:

      1. Click the Plus icon next to the property after which you want to add the AND operator.

      2. Select AND.

      3. From the Field list, select the property to validate.

      4. From the Comparator list, select a comparator.

      5. In the Value field, enter a value to compare with the user input, if applicable.

      6. Optional: Add multiple AND operators to include multiple properties in the expression.

   7. Optional: Add an OR operator to use another property in the condition. If either property meets the defined criteria, the condition passes.

      Complete the following steps:

      1. Click the Plus icon next to the property after which you want to insert the OR operator.

      2. Select OR .

      3. From the Field list, select the property to validate.

      4. From the Comparator list, select a comparator.

      5. In the Value field, enter a value to compare with the user input, if applicable.

      6. Optional: Add multiple AND operators to include multiple properties in the expression.

      7. Optional: Add an OR operator to start a new expression.

   The system creates a validate rule for the stage if the stage has no validation added and modifies the validate rule if the stage has validation added. You can open the rule when you click Life cycle on the Workflow tab, click the stage name, and click Validation. The validate rule is updated in the Set entry validation field.

5. In the Validate upon entering list, select the stages for which you want to perform the validation that you defined.
6. Click Submit.
7. Click Save.

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