---
schema_version: "1"
id: 6707c3a9846aa66620ac5d511365f377e94d9a2bdc7307cb885648031cf68094
title: Define Eligibility Conditions for a Process
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/loyalty_process_process_eligibility.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.loyalty_process_process_eligibility.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 709097f234090b9af5eeaea017753171cfd8c99f41fb48cf2d49a44c71c09ccc
description: Define the conditions that determine the transaction journals that are eligible for a process. The process eligibility conditions that you define filter ineligible transactions before the transactions are processed by the rules of the process. Process eligibility conditions help ensure that the conditions that are applicable for all rules of the process, are defined at the process-level and not at the rule-level. For example, you can add eligibility conditions to filter out inactive member transactions that are less than a particular amount. Or, you can set a transaction value limit beyond which transaction journals aren’t processed to ensure fraudulent activities aren’t rewarded.
products:
  - Loyalty Management
release: "264"
---
# Define Eligibility Conditions for a Process

Define the conditions that determine the transaction journals that are eligible for a process. The process eligibility conditions that you define filter ineligible transactions before the transactions are processed by the rules of the process. Process eligibility conditions help ensure that the conditions that are applicable for all rules of the process, are defined at the process-level and not at the rule-level. For example, you can add eligibility conditions to filter out inactive member transactions that are less than a particular amount. Or, you can set a transaction value limit beyond which transaction journals aren’t processed to ensure fraudulent activities aren’t rewarded.

### 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: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Loyalty Management</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </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="d43644e70">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d43644e70 ">To create a loyalty program process:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d43644e70 ">
              <p>Loyalty Management permission set</p>
              <p>AND</p>
              <p>Edit access on Loyalty Program and other required objects</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View Setup and Configuration</p>
            </td>

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

You can add process eligibility conditions for TransactionJournal type processes.

To define your conditions, you can use:

- Transaction journal fields
- Member tier and currency parameters
- Transaction journal, partner, and member aliases

Also, you can use formulas in your conditions.

1. On a loyalty program process, click **Define Process Eligibility**.
2. Select **Enable process eligibility conditions**.
3. Add conditions that decide the transactions that are eligible for the process.
4. Save your changes.

After you activate the process, transaction journals whose journal type and subtype match that of the process are filtered by the process eligibility conditions. The transaction journals that match the process eligibility conditions are then processed by the active rules of the process.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/images/icon_example.png)

Example

The loyalty program manager has set up a process to process transactions where members are rewarded for purchasing flight tickets on the member’s birthday. The program manager adds these two conditions:

   
| Resource | Operator | Type | Value |
| --- | --- | --- | --- |
| TransactionJournal.Partner.Name | Equals | Fixed Value | Cloud 9 Airlines |
| MemberBirthday | Equals | Resource | TransactionJournal.BookingDate |

To change the process eligibility conditions, deactivate the process. On the Define process eligibility window, change the conditions, and save your changes.

If you don’t want the process eligibility conditions to filter transactions, deactivate the process. On the Define process eligibility window, deselect **Enable process eligibility conditions**.