Adding entry criteria to steps

Add entry criteria to a step in a business process template when you want to specify conditions that must be met before the step is assigned.

Before starting this task, ensure that you have deactivated the business process template. You cannot modify active templates.

When you add entry criteria to a step, you create one or more rules that will be evaluated as either true or false. Rules are evaluated by comparing a value that you specify to a field from the contact, KYC, company, opportunity record, service request record, or business process form.

To add entry criteria to a step:

1. Navigate to the Customize workspace.
2. In the Business Processes tab, select the template in which you want to add entry criteria.
3. In the Steps subtab, select the step to which you want to add entry criteria.
4. In the Entry Criteria tab, click the Edit  button .
   The Edit Criteria dialog opens.
5. Click the Add button to add a rule to the entry criteria.
   A new line is added in the Rule Criteria area.
6. In the Field field, click the Select  button .
   The Field Picker dialog opens.
7. Select the field that you want to use for this rule from the contact record, KYC record, company record, opportunity record, service request record, or form in the business process template, then click OK. When the rule is evaluated, the selected field is compared to the Value field.
   The Field Picker dialog closes.
8. [Optional] Select the Not checkbox if you want to invert the condition that you specify in the Condition field. For example, if Condition is set to equals, select the Not checkbox to specify that you want to evaluate this rule as though it is set to not equals.
9. In the Condition field, select a condition to specify how the value in the Field field will be compared to the value in the Value field.
10. In the Value field, enter or select the value to which the Field field will be compared.
11. [Optional] If you add another rule, a new field appears in line with the preceding rule. Select one of the following options to specify the relationship between the two rules.
    • AND
      Indicates that the current rule and its following rule must both evaluate to true for the entry criteria to pass.
    • OR
      Indicates that either the current rule or its following rule must evaluate to true for the entry criteria to pass.
12. When you have finished adding rules to the entry criteria, click OK.
    The Edit Criteria dialog closes.

You have added entry criteria to the step. When a user submits the business process, the entry criteria are evaluated. If the entry criteria are met, the step is assigned. If they are not met, the step is skipped and the entry criteria for the next step in the business process are evaluated.

Related links

Activating business process templates