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Set Up Claim Workflow Rules
Before creating claim workflow rules, set up stage management, configure rule library, and add the Claim Workflow Rules component to the Product details page.
- Set Up Stage Management
Define how a claim progresses through the different stages in your claim process. Create a stage definition for the Claim object and configure stage transitions for each stage. - Configure Rule Library
Rule creation requires a rule library. This library stores and runs the rules in the engine. - Add the Claim Workflow Rules Component to the Product Details Page
Use Lightning App Builder to add the Claim Workflow Lightning web component to the root product details page. - Create Rule Evaluation Actions
Define actions for rule evaluation outcomes by using auto-launched flows to automate tasks such as sending emails when a rule evaluates to true or false.
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