Loading
Salesforce now sends email only from verified domains. Read More
Salesforce now sends email only from verified domains. Read More
Stage Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Configure Criteria and Conditions for Child Objects

            You are here:

            1. Salesforce Help
            2. Docs
            3. Stage Management

            Configure Criteria and Conditions for Child Objects

            Enhance business process management by setting the criteria and conditions for the stage transitions of child objects to control the stage transitions of parent objects.

            Required Editions

            Available in: Lightning Experience
            Available in: Automotive Cloud, Education Cloud, Financial Services Cloud, Health Cloud, Insurance Cloud, Life Sciences Cloud, and Manufacturing Cloud. View edition availability.
            User Permissions Needed
            To configure stage management: Stage Management Design User
            1. In the Stage Management builder, after you set up a stage transition for a stage, click Add Stage Transition Rules.
            2. Click Add Child Object Criteria and Conditions.
            3. Click Add Child Object, and then select the child object to add the criteria and conditions.
            4. Save your changes.
              Note
              Note For objects with a self-lookup field, set conditions to make sure that the evaluation is accurate. The self-lookup field acts as a reference to the parent object criteria. If the self-lookup field isn't set, the condition evaluates to false.

              In the child object criteria, the self-lookup field identifies all child objects whose IDs match the parent object IDs. For example, to close a case only if all related child cases are closed, set the lookup field for the case child object to ParentId, and set the condition to Stage=Closed.

            Example
            Example

            To manage the stage transition of the Application Form parent object, configure the transition criteria for the Applicant child object. You can set the Application Form to move from In Progress to Closed only if all Applicants are approved.

             
            Loading
            Salesforce Help | Article