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Configure the Completion Rules
The completion rules in the Report Card State Model include base object direct lookups of linked object fields. That is, they use Salesforce child-to-parent Relationship Query notation.
To configure the rules for the Enrolled to Completed and Incomplete to Completed transitions:
- Under the Enrolled to Completed transition, click Add Rule.
-
Specify the following settings:
Setting
Value
Active
(checked)
Name
Completion Requirement
Conditions
vlocity_ins__Report_Card__c.vlocity_ins__Grade__c != "I" && vlocity_ins__Report_Card__c.vlocity_ins__ContactId__r.vlocity_ins__IsActive__c == trueSuccess Message
Course completed
Failure Message
Course incomplete
- Under the Incomplete to Completed transition, click Add Rule.
-
Specify the same settings as in step 2, except set the Name to Completion Requirement 2.
Don't worry about the actions yet — we'll get to those in the Workflow for Creating Actions for States and Rules.
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