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Stage Management
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            Configure Criteria and Conditions for Child Objects

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            Configure Criteria and Conditions for Child Objects

            Control when parent object stage transitions occur. by evaluating the state of child records before a parent object can advance to the next stage. This evaluation makes sure that transitions align with your business process requirements.

            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.
              By default, you can configure up to 5 conditions per stage transition. To increase this limit up to a maximum of 20, contact Salesforce Customer Support or your Account Executive.
            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.

             
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