Configure contract template rules
Configure a rule to identify the contract document template used for generating the contract document for a request.
Before you begin
Role required: sn_cm_core.contract_config
About this task
If you want the variables related to contract request to be available in condition builder, add the contract request reference to your application table. For more information, see Enable contract request fields in condition builders
Procedure
Navigate to All > Contracts Core > Contracts Administration > Contract Template Rules.
Select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Unique name of the contract template rule. |
| Description | Description of the contract template rule. |
| Requested table | Table in which the contract requests are saved.Note: The Contract Request table [sn_cm_core_contract_request] is selected by default to centralize the configuration on a single table and improve and reusability across product lines. You can choose to configure the template rules on a different table. |
| Category | Category of the document template. |
| Template | The published and active contract template that will be used to generate the contract document. |
| Order | Order in which the selection rule is run.If multiple rules meet the conditions from a contract request, the template rule with the lowest- order number is run for selecting the template. |
| Request type | Type of request the template rule is applicable to.For contract requests, select New Contract; for amendment requests, select Amendment. |
| Active | Option for marking the rule active. Only active rules are considered while submitting a request and identifying the appropriate template |
| Applies to | Conditions under which the contract template is selected. For example, to apply a rule when a contract request is submitted in an NDA category, you would enter the condition [Category][is][NDA]. |
- Select Submit.
Image omitted: cmpro-ct-rules.png
Configure contract template rules
Configure contract template rules