Validate
case properties, attachments, and conditions to determine whether a case can enter a specific
stage as it moves through the case life cycle.
For example, you can check whether
a vehicle loan case has an attached credit score before sending the case to a finance manager
for approval.
Use the following techniques to define entrance criteria for a stage:
Setting required attachments for stage entry
Maximize efficiency and speed up the case resolution process by verifying that the
user provides required, relevant documentation and correspondence before a case enters the
next stage.
For example, in a case for a car insurance claim, you can verify that the policyholder
attaches photographs of their damaged car before the case enters the stage in which the
insurance company validates the policyholder's claim.
Before you begin: Add attachment categories that reflect your business needs to
your case type and ensure that you select the Required for resolution
checkbox in step 5 in Categorizing case attachments.Note: You cannot define entrance criteria for the Create stage. For more information, see
The Create stage.
In the navigation pane of Dev Studio, click Case types, and then click the case type that
you want to open.
On the Workflow tab, click a stage name.
In the Stage property pane, click
Validation.
In the Attachments required for stage entry section, click
Add required attachment to display the list of attachment
categories that your case type supports.
Select an attachment category from the list.For example: The following figure shows a design-time configuration of a stage with a required
attachment. Users that process a case have to provide an attachment of the selected
category to submit the case.Setting a required attachment for stage entry
Click Save.
Result: At run time, users need to provide at least one attachment in
each of the required attachment categories, otherwise the application displays an
error.
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 typesNote: You cannot define entrance criteria for the Create stage. For more information, see
The Create stage.
In the navigation pane of
App Studio, click Case types, and then click the case type that
you want to open.
On the Data model tab, click
Validations.
Select the cell that corresponds to the row of the field and the column of the stage
for which you want to perform validation:
To define validation for a single-value field, click Add entry
validation.
To define validation for a data relationship field, click Click to
configure, and then click Add entry
validation.
In the Stage entry validation dialog box, define the validation
conditions:
Choices
Actions
Define a validation condition for a field
In the list of values, select Fields, and then select
the name of the field that you want to validate.
By default, the system provides the field that you select in step 3.
In the comparator list, select the test that you want to perform on the
field.
In the value field, enter or select a value to compare against the user
input.
Apply an existing when condition as a validation condition
In the list of values, select When conditions, and
then select the name of the when condition that you want to apply.
In the comparator list, select the test that you want to perform on the when
condition.
For example: To ensure that the birth date is not set in the future, select the birth date field
from the list, set the is after comparator, and then select
Today from the calendar control. When the user tries to
submit the form with a birth date that is set in the future, the application displays an
error message.
Optional: To create a condition with multiple validation parameters, add a logical operator to
the condition:
Choices
Actions
The condition passes when all properties meet the criteria
Click Add a row.
In the operator list, select and.
In the list of fields, select the name of the field that you want to validate
or the name of the when condition that you want to apply.
In the comparator list, select the test that you want to perform on the field
or on the when condition.
In the value field, enter or select a value to compare against the user
input.
The Select values option lists the fields and
values that you can use in the condition.
The condition passes when any of the properties meet the criteria
Click Add a row.
In the operator list, select or.
In the list of fields, select the name of the field that you want to
validate.
In the comparator list, select the test that you want to perform on the field
or on the when condition.
In the value field, enter or select a value to compare against the user
input.
The Select values option lists the fields and
values that you can use in the condition.
For example: In a recruitment form, the user indicates the time of employment at a specific
company by entering dates in the From and To
date type fields. To ensure that the start date is before the end date, and that the end
date is after the start date, you can configure a validation condition with the AND
logical operator.
In the Stage entry validation window, in the Then
display error message as field, enter the text to display when user input
meets the validation conditions at run time.
Optional: To select additional stages for which you want to perform the validation, in the
To validate stage entry for the stages parameter, select
the stages.
By default, the system selects the check box for the stage that you select in step
3.
Click Submit.
Optional: To define more validation conditions, in the cell in which you want to add more
conditions, click Add another validation, and then repeat steps
4 through 8.
Click Save.
Result: If you configure validation for a single-value field, the cell
displays a message for the condition. If you configure a validation for a data relationship
field, the validation matrix cell displays Validated: Click to
view for the top-level field and a message for the condition for the embedded
fields.For example:
