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            Create Stage Assignment Rule Criteria

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            Create Stage Assignment Rule Criteria

            Use stage assignment rule criteria to dynamically apply different stage definitions to records of the same object and record type. Define conditional logic to match records based on field values, and apply a more relevant stage journey without duplicating objects, record types, or page layouts.

            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. From Setup, in the Quick Find box, enter Stage Management, and then select Stage Definition Assignments.
            2. In All Stage Definition Assignments, click the name of an existing stage definition assignment.
            3. In the Stage Assignment Rule Criteria section, click New.
              Note
              Note You can add up to 50 stage assignment rule criteria.
            4. Provide these details:
              Field Description
              Name Enter a name for the rule criteria to identify the rule entry within the assignment.
              Expression Type

              Select the type of logical expression to apply, such as All Conditions Are Met (AND), Any Condition is Met (OR), and Logical Expression is Met.

              You can use Logical Expression is Met to provide a custom logic. For example, (1 AND (2 OR 3)).

            5. Click Add Condition and provide the field name, operator, and value for the condition.
              For example, Priority Equals Critical.

              The condition defines the field-based logic that determines when this rule gets applied.

              Note
              Note You can add up to 5 conditions.
            6. In the Stage Definition field, search and select the stage definition that you want to assign to when the condition is met.
            7. Click Save.

            The rule criteria is evaluated against a record when the record gets created or updated. If the record matches the condition, the related stage definition is applied. If no conditions match, the default stage definition is used.

             
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