We recently updated the flow of creating rulesets and added clarity around entry and exit criteria being an optional add.

Previous state: It was not clear that entry and exit criteria for rulesets was optional to add. This may have caused confusion around sorting and organizing rules.

Improved state:

• Flow: We adjusted the flow of creating a ruleset (Set-up Name/Object Type → Choose Rules → Choose Entry/Exit Criteria) so it’s more intuitive that you can bucket a set of rules together within a ruleset.

• Optional: We also added ‘(optional)’ next to the entry and exit criteria so you know without a doubt that it’s optional to include. Typically we would recommend adding entry and exit criteria; however, there are some cases where you simply want to bucket a set of rules together for cleaner organization.

Additional resources:

• Process Rulesets & Rules Training Bundle

• Process Rulesets & Rules 101