Final answer:
Criteria for process automation are set using an 'Intent When' record, which is a conditional tool used in software applications to trigger actions based on specific conditions. In the example given, actions are triggered only when a customer has a 'GOLD' status and a 'savings' account type. These criteria can span across different data sources to achieve desired automation.
Step-by-step explanation:
Creating criteria for process automation is an important task in designing a responsive and intelligent system. The 'Intent When' record mentioned in the question is a conditional construct used in various software applications and platforms.
This construct allows the system to make decisions based on specific conditions being met within the data it has access to.
For example, if the Intent When record is set up with the criteria 'When the customerstatus is GOLD AND accounttype = savings', it means that the system will trigger a particular process or workflow only when both conditions are simultaneously satisfied - the status of the customer is 'GOLD' and the type of their account is 'savings'.
These criteria can span multiple data sources, enabling a highly customizable and flexible approach to automation. In this instance, the criterion ensures that only premium 'GOLD' customers with savings accounts will meet the specified conditions and therefore could be targeted for a certain action or offer.