Configuring entry criteria for business process templates

Entry criteria are conditions that you can add to a business process template and which must be met before the business process can be started. For example, you might want users to use a business process to open a new line of credit only if the client has a specific credit rating.

Entry criteria are compared to one or more rules that determine whether or not a business process can be started. Rules are conditional statements, which are evaluated by comparing a specified value to a field from the contact, KYC, company, opportunity, or service request record.

When a user tries to run the business process, the entry criteria are evaluated. If the conditions in the entry criteria are met, the business process starts. If the conditions are not met, an error is displayed and the business process is not added to the contact, company, opportunity, or service request record.