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Stage validation

Use stage validation to control when a case enters your stage.

For example, you can check if an Auto Loan has a credit score attached to it before sending the case to a finance manager for approval. By defining the entrance criteria for a stage, you set expectations for users and guide them to successful case resolution.

The following validation techniques are supported:

Stage validation techniques are not mutually exclusive. You can use some, all, or none of them, based on your requirements.