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.
For example, you can
ensure that a job applicant provides their work experience before the job application case
enters a Decision stage in which a manager approves or rejects the application. If the work
experience fields are empty when the case reaches the Decision stage, the application displays
an error message and the case stays in the current stage until the job applicant completes the
necessary fields.
Before you begin: Create a case type, and then define a case life cycle that has
stages and processes with assignments. Add the fields that you want to validate to the forms
in your assignments. For more information, see Automating work by creating case types
Note: You cannot define entrance criteria for the Create stage. For more information, see
The Create stage.