Requiring conditions for stage entry

Define the conditions that cause a case to skip a stage to ensure that cases move to the next stage in the sequence when the current stage is not relevant.

  1. In the navigation panel of Dev Studio, click Case types, and then click the case type that you want to open.
  2. On the Workflow tab, click Life cycle if Optional actions is selected.
  3. Click a stage name.
  4. Open the Validation tab.
  5. From the Skip stage list, select whether and how to skip a stage.
    • Never.

    • When rule – Use a when condition to skip the stage when the condition evaluates to true.

    • Expression – Use an expression that skips the stage when the expression evaluates to true. You can negate a when condition in an expression, instead of creating a new when condition that is the negation of an existing when condition.

    Note: This field is not supported by the last stage in the sequence.
  6. Do one of the following actions in the field below the Skip stage list:
    • To use a when condition, select the name of a when condition.

    • To build an expression, click the Gear icon next to the field, write an expression in the Expression Builder, and click Submit. You can define the negation of a when condition by using the syntax !<Name of when condition> in the Expression Builder.

  7. Click Save.

At run time, your application evaluates the when condition or expression before the case enters the stage. If a true value is returned, the processes in the stage are skipped and the case moves to the next stage in the sequence.