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            Create a Claim Workflow Rule

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            Create a Claim Workflow Rule

            Define conditions for claim transitions and configure actions for both true and false evaluations. The claim progresses to the target stage if the defined rule criteria is satisfied.

            Required Editions

            View supported editions.
            User Permissions Needed
            View user permissions.

            Make sure the flows for True and False evaluation actions are configured.

            1. From the App Launcher, find and select Product Catalog Management.
            2. Select a claim root product.
            3. From the claim root product details page, click the Claim Workflow Rules tab.
              Depending on your organization’s customization, this tab may have a different label.
            4. Click New Rule.
            5. Select the object type as Claim.
            6. If needed, select a record type.
            7. Select a transition step that specifies the object’s transition from one state to another if the rule evaluates to true.
              For example, a claim can move from the Draft stage to the Open stage. These transitions are predefined in Stage Management for the selected combination of object type and record type.
            8. Enter a name and description for the claim workflow rule.
            9. Select the rule status. The rule must be active for the rule to take effect.
            10. Select a start and end date.
            11. Click Next.
            12. In Root Product, make sure that the root product you launched the rules from is selected by default.
            13. In Scope, click Search Products and select a product in the root product hierarchy. For example, if the hierarchy includes Claim Item, you can set the scope to Claim Item.
            14. Specify the rule conditions.
              1. From Value, select a product. This field includes the product selected in Scope and its direct ancestors in the root product hierarchy.
              2. To define criteria against the attributes of the product selected in Value, click Add Attribute. Each rule supports up to 5 conditions and 5 sub-conditions. Only the AND operator is supported between conditions. The rule executes only when all the conditions are met.
              3. Click Add Field to define criteria against the context fields. The context fields are retrieved from the context definition linked to the rule library.
            15. Click Next.
            16. Click Add Action to define actions performed when the rule evaluates to true and when it evaluates to false.
              1. Select the rule evaluation type: True or False.
              2. Enter an action name.
              3. In Action Type, select Automated Flow.
              4. Enter the Flow Definition API name to trigger the predefined flow.
            17. Save your changes.
             
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