Stage rules

A stage rule defines reusable functionality that you can share among sibling case types. For example, you can define Needs assessment, and Customer Verification stages, and then use them in the life cycle of Lending, Investment, and Deposit cases.

As a best practice, create your stages in the case life cycle, because they are easier to maintain. Manually create a stage rule only when you need to reuse a stage in more than one case type.