Stage validation

Stage validation is an evaluation of properties and conditions in a case to determine whether the case enters a stage at run time. By defining the entrance criteria for each stage in the life cycle of a case, you can guide users to successful case resolution.

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, or skip a stage that performs a background check when the applicant is an existing customer.

The following methods for stage validation are supported:

  • A list of attachment categories

    This method requires the case to have at least one attachment from each of the attachment categories in the list.

  • A validate rule that defines a set of conditions that are based on property values in the case

  • A when condition that evaluates property values in the case

    This method is not supported by the last stage in the sequence.