---
schema_version: "1"
id: ea09d396cdcff505bbdf0cab5cf4113be3d4ef1913017a0fbaa4b37203d1e3ad
title: Clone the Prebuilt Expression Set Template to Determine Legal Case Eligibility
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_customize_expression_set_legal_eligibility.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_customize_expression_set_legal_eligibility.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 36dc732c51f938ef2f3e14ba936e904e3d5b3454dca659708e207ddcb2d36409
description: The prebuilt expression set, Determine Case Eligibility for Legal Proceedings, uses the collection plan object fields, such as current due amount, days past due, and status to determine if a case is eligible for legal proceedings. Clone this expression set, and customize the new version based on your business needs.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Clone the Prebuilt Expression Set Template to Determine Legal Case Eligibility

The prebuilt expression set, Determine Case Eligibility for Legal Proceedings, uses the collection plan object fields, such as current due amount, days past due, and status to determine if a case is eligible for legal proceedings. Clone this expression set, and customize the new version based on your business needs.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <a href="https://help.salesforce.com/s/articleView?id=ind.collections_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products, editions, and permissions for Collections. Then learn how your product handles permissions and how to assign them.">View product and edition availability.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d12833e66">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12833e66 ">To clone the expression set template:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12833e66 ">
              <p>Actionable Event Orchestration Runtime</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Collections and Recovery
                Agent</p>
            </td>

          </tr>
        </tbody>
      </table>

Make sure that you have [created object field aliases for collection plan fields](https://help.salesforce.com/s/articleView?id=ind.collections_create_object_field_aliases.htm&language=en_US).

When you clone the prebuilt expression set template, the steps from the template are copied to the first version of the cloned expression set by default.

1. From the App Launcher, find and select **Business Rules Engine**.
2. From the app navigation menu, select **Expression Set Templates**.
3. Click **Determine Case Eligibility for Legal Proceedings**.
4. From the Save As dropdown, select **New Expression Set**.
    
    Don't change the expression set name. If you plan to change it, make sure that you update the new name in the prebuilt flow, Collections: Create Case and Related Case Proceeding Records. This flow uses the expression set to determine if the case is eligible for legal proceedings and whether to create case proceedings and participant records.
5. Save your changes.
6. To link the object field aliases that you created earlier, expand **CollectionPlan Eligibility Condition**.
7. In the Resource column, reference the object field aliases as shown in this example.
    
     
    | Existing Resource Name | Object Field Alias Name |
    | --- | --- |
    | Current Due Amount | CollectionPlanToTest.CollectionPlanCurrentAmountDue |
    | Status | CollectionPlanToTest.CollectionPlanStatus |
    | Days Past Due | CollectionPlanToTest.CollectionPlanDaysPastDue |
    
    Update the logical conditions based on your business needs.
8. Click ![Expression Set Properties](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-collections-264-0-0-production-enus/3689d02c-0a37-45ca-bd97-514087074dd3/collections/images/collections_expr_set_properties.png), and select a start date and time.
9. Save your changes.
10. Click **Activate**.