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Criteria Options

When adding an automation rule, you have a number of options that can be used to create the criteria the rule is based on. The below table explains the different criteria available.

Criteria available		Description
Case type	is	Select the relevant case type from the drop-down list.
Correspondence Description	contains	Free format text box where you can type a single word or a sentence that will be matched to the data captured on the webform submission.
Correspondent Group	is	Select the relevant Correspondent Group from the drop-down list. This list is managed via the Correspondent Groups set on Field Value Options. Once the Correspondent Group is selected, you can choose whether to match this Correspondent Group exclusively or at least once on the webform submission.
Correspondent Impairments	is	Select the relevant Correspondent Impairments from the drop-down list. This list is managed via the Correspondent Impairments set on Field Value Options. Once the Correspondent Impairments is selected, you can choose whether to match the title exclusively or at least once on the webform submission.
Correspondent Relationship	is	Select the relevant Correspondent Relationship from the drop-down list. This list is managed via the Correspondent Relationships set on Field Value Options. Once the Correspondent Relationship is selected, you can choose whether to match the relationship exclusively or at least once on the webform submission.
Correspondent Title	is	Select the relevant Correspondent Title from the drop-down list. This list is managed via the Correspondent Titles set on Field Value Options. Once the Correspondent Title is selected, you can choose whether to match the title exclusively or at least once on the webform submission.
Customer Journeys	is	Select the relevant Customer Journey from the drop-down list. This list is managed via the Customer Journeys set on Field Value Options.
Employment History - Company	is	Select the relevant Employment History - Company from the drop-down list. This list is managed via the Key Terms link on the More menu, then the Employment History Company section. Once the Company has been selected, you can choose whether to match the Company exactly, or if you choose a Company Group you have the option to match to the Company Group only (choose exactly) or whether to choose that Company Group or any child within that group. The next field is whether you want to match that Company exclusively or at least once on the webform submission.
Employment History - Current Role	is	Select whether to set the Current Role on the Employment History field to Yes or No. Once the Current Role has been selected, you can choose whether to match this on Employment History exclusively or at least once on the webform submission.
Employment History - Position	is	Select the relevant Employment History - Position from the drop-down list. This list is managed via the Employment History - Position in Company set on Field Value Options. Once the Employment History - Position is selected, you can choose whether to match the Relationship exclusively or at least once on the webform submission.
Employment History - Relationship	is	Select the relevant Employment History - Relationship from the drop-down list. This list is managed via the Employment History - Relationship Company set on Field Value Options. Once the Employment History - Relationship is selected, you can choose whether to match the Relationship exclusively or at least once on the webform submission.
Information Requested	contains	Select the relevant Information Requested from the drop-down list. This list is managed via the Information Requested set on Field Value Options. Once the Information Requested is selected, you can choose whether to match the Information Requested exclusively or at least once on the webform submission.
Id Type	is	Select the relevant Id Type from the drop-down list. This list is managed via the Correspondent Identification Types set on Field Value Options. Once the Id Type is selected, you can choose whether to match the ID exclusively or at least once on the webform submission.
Key Terms	contains	Select the relevant Key Term from the drop-down list. This list is managed via the Key Terms link on the More menu. Once the Key Term has been selected, you can choose whether to match the Key Term exactly, or if you choose a Key Term Group you have the option to match to the Key Term Group only (choose exactly) or whether to choose that Key Term Group or any child within that group. The next field is whether you want to match that Key Term exclusively or at least once on the webform submission.
Sensitive Flag	is	Select whether to set the Sensitive Flag on the case to Yes or No.
Subject	is	Select the relevant Subject from the drop-down list. This list is managed via the Subjects link on the More menu.
Urgent Flag	is	Select whether to set the Urgent Flag on the case to Yes or No.