Conga Product Documentation

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Defining Criteria for Point Accrual

The Criteria section in Point Accrual defines conditions for earning points. Users specify a Field (e.g., transaction amount), choose an Operator (e.g., equals, greater than), and set a Value to compare. The Value Type determines if the value is constant or dynamic. Multiple conditions can be combined using a Criteria Expression. These rules help filter eligible transactions, ensuring points are accrued based on defined conditions.
  1. Enter the required details for the point accrual in the fields below.
    FieldDescription
    FieldSpecifies the attribute or parameter that will be evaluated for inclusion in the point accrual. Users can select from predefined fields.
    OperatorDefines the condition to apply to the selected field, such as "Equals," "Greater Than," or "Contains."
    Value TypeDetermines whether the value to be compared is a constant, a dynamic field, or another reference.
    ValueSpecifies the actual value that will be compared against the selected field using the chosen operator.
    Criteria ExpressionDefines the logic that connects multiple criteria using AND/OR conditions. The default value "1" ensures that at least one condition is met.
  2. Select the following as per the requirement.
    • Click Save to store the details and stay on the same page.

    • Click Save & Continue to move to the next section.

    • Click Close to exit and view the record details.