For example, if the definition's master object is Opportunity, step creation conditions allow you to reference the opportunity's primary contact (a custom contact lookup field) as a related object.

Once the related object is selected in the Creation Condition user interface, you can choose any of that related object's corresponding fields as criteria for the step creation condition.

When the field from the related object is selected, it is referenced within the creation condition's statement. Using the Operator and Field Values fields, the cross-object field reference is now available to determine whether or not the step is created.

An example of drilling down to child data in step creation conditions is referencing an Opportunity's related opportunity products. When drilling down, the Creation Condition user interface provides drill-down operators to allow for advanced child record filtering.

Drill-down operators help define or narrow the amount of child records related to a parent record that is included in a step creation condition.

If you have more than one step creation condition, use the Custom Criteria Filter to determine how the step creation conditions are evaluated together. Use and/or links to automatically insert the corresponding logic in the Custom Criteria Filter, or manually enter your filters in the Custom Criteria Filter text box.

Use Reevaluate When to define scenarios that require step creation conditions to be reevaluated. Check the Deletable checkbox option in the Step's Advanced Settings section to delete a created step automatically when creation conditions no longer match.

For example, you can automatically reevaluate defined step creation conditions when a contract's primary document file has a new content version uploaded by choosing Event and File Version Change as field values for the Reevaluate When field.