---
title: "Criteria Creation and Management"
slug: "criteria-creation-and-management"
updated: 2024-01-25T18:47:54Z
published: 2024-01-25T18:47:54Z
canonical: "wiki.cobblestonesoftware.com/criteria-creation-and-management"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Criteria Creation and Management

### **Criteria Creation and Management**

**Criteria Creation & Management**

This page is a continuation of the **Create New Workflow** page, but the information here can also be used independently/for existing Workflow.

1. Click the **Conditions** tab to navigate to the selection area. Click **Add Condition**.

![Conditions tab of Workflow Manager](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Screenshot%202022-10-27%20002908.png)

For this example, we are looking to construct a Workflow that will trigger for Contract Records that have their **Status** set to Pending, so we will select our **Criteria** accordingly.

2. Open the **Field** menu to select the field against which the criterion is to be set.

![Condition Field selection](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/5(35).png)

3. The **Value** menu displays. Select or enter the value for the criterion.

![Select a Value to condition](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/6(27).png)

4. Be sure to click **Save** after selecting/entering the values.

**Note:** the **Value** area changes accordingly with the type of field being worked with. **Date** fields will provide a date range with which to work and **Text Box** fields will provide a text box for you to type in the criteria value.

![Condition Values change depending on Field Type](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/8(10).png)![Condition Values change depending on Field Type](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/7'.png)

After the **Workflow Criterion** has been added, it will appear in the list of Workflow Criteria, along with buttons to **Delete** or **Manage/Edit**. To edit Workflow Criteria, it is often easier to delete and then re-add than to edit the criteria, as it will involve manually editing the text of each criterion. For more advanced or intricate adjustments to Workflow Criteria, we recommend working directly with your Implementation Specialist or reaching out to CobbleStone® Support.

Please note that any changes to Workflow Criteria will only come into affect when the Workflow is triggered after the changes are confirmed.

![Manage or Delete Workflow Tasks](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/9(5).png)

**Note:** If working with date-based workflow and criteria, the condition will need to be edited and an advanced SQL statement put in its place. For example, if triggering a task based on the date being equal to the expiration date, the statement might look something like this: DATEDIFF(d,GetDATE(),Contract_End_Date) = 0.