Administrationimport { Callout, Steps } from ‘nextra/components’
Manage Criteria
Goal: Maintain reusable criteria that help users classify records or limit when certain workflow actions are available.
Before you start
- You must have permission to manage criteria.
- Confirm where the criterion will be used.
- Check whether a similar criterion already exists.
[PLACEHOLDER: screenshot - Criteria list showing existing criteria and New action]
Create or update a criterion
Open Administration from the main navigation.
Open Criteria
Open the criteria management area.
Create or open a criterion
Click New to create a criterion, or open an existing criterion to update it.
Enter the criterion details
Add a clear name and any context required by your process.
Save the criterion
Save and confirm that the criterion appears in the list.
When to use criteria
Use criteria when records need a reusable classification or when a workflow transition should be available only for specific cases.
Result
The criterion is available for the relevant records or workflow configuration.