---
schema_version: "1"
id: 76ba5d1a00aa4422de819ae09c696567e506137309844b62028346acc47258db
title: Define Custom Rules to Automate Authorization Request Workflows
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_utlization_management_custom_rules.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_utlization_management_custom_rules.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f8a8daf45545451aa1c814aec1ae89461b626c19f2c1f9c02688feeae2234e7e
description: Achieve the full potential of your authorization request workflow by customizing the rules to address your organization’s unique needs. Define decision matrices and expression sets to streamline, optimize, and standardize processes for your organization.
products:
  - Health
release: "264"
---
# Define Custom Rules to Automate Authorization Request Workflows

Achieve the full potential of your authorization request workflow by customizing the rules to address your organization’s unique needs. Define decision matrices and expression sets to streamline, optimize, and standardize processes for your organization.

### Required Editions

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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health Cloud</p>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d158160e66 ">To create decision matrices and expression sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d158160e66 ">RuleEngine Designer permission set</td>

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Before you begin, analyze each stage of your organization’s review process and identify areas with tedious manual work and opportunity for errors. Fine-tune the rules to address these unique challenges.

1. From the App Launcher, find and select **Lookup Tables**.
2. Click **New**, and select **Decision Matrix**.
3. Define and set up the required number of decision matrices for your organization:
    1. Enter a name for the decision matrix and set the Type as **Standard**.
    2. On the Related tab of your Decision Matrix record page, click version **1** of the matrix.
    3. Add columns to define your input and output data.
    4. Add rows and values for the decision matrix, and save your changes.
    5. Edit the decision matrix version, set it as Active, and then save your changes.
4. From the App Launcher, find and select **Expression Sets**.
5. Click **New**.
6. Define and set up the required expression sets for your business:
    1. Enter a name for the expression set.
    2. On the Related tab of your Expression Set record page, in the row for version 1, click ![Actions icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/health/images/actions_button.png), then select Open in Expression Set Builder.
    3. In the Expression Set Builder, define the properties of the expression set version.
    4. Define a series of steps connected in a logical flow by using variables, constants, conditions, calculations, and decision matrices that you set up earlier.
    5. Save your changes.
    6. On the Details tab of the Expression Set Version record page, select **Active**.
    7. Set the rank as **1**.
    8. Save your changes.
        
        You’ve now customized the rules but we aren’t quite finished. Next, update the Omniscripts and related components to ensure they refer to these customized rules for validating request details.

#### See Also

- [_Salesforce Help_: Business Rules Engine](https://help.salesforce.com/s/articleView?id=ind.business_rules_engine.htm&type=5&language=en_US)