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            Use Expression Sets to Control Step Execution

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            Use Expression Sets to Control Step Execution

            Automate complex decision-making processes by using predefined logic in expression sets to determine whether a step definition must be executed or skipped.

            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
            To create, update, and delete expression sets: Rule Engine Designer
            To use expression sets in Business Rules Engine: Rule Engine Runtime

            Create an expression set by using the Fulfillment Condition usage type. Make sure that you include the isExecuteStep Boolean variable when you create the expression set.

            Create a context definition, define the relationships by adding the maps, and apply context tags for the context nodes before creating the expression set.

            Important
            Important Create the isExecuteStep as a local variable, creating the variable from context service isn't supported.
            1. In the Stage Management builder, on the Set Up Stage Transition page, add a step definition.
            2. Enter the details of the step such as the name and developer name, and then select the step type.
            3. In the Add Criteria and Conditons section, select the expression set created earlier.
            4. Click Add.
             
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            Salesforce Help | Article