Modify assignment rule for contract requests
As a contracts configurator modify the assignment rule available in the base system for any changes required in the user or group to whom the contract request should be assigned.
Before you begin
Role required: sn_cm_core.contract_config
Procedure
Navigate to All > System Policy > Rules > Assignment.
Open the assignment rule Default assignment Group for CLM request
On the form, modify the fields.
| Field | Description |
|---|---|
| Name | Unique name of the assignment rule. |
| Active | Option for marking the assignment rule active.The contract request is assigned to a group or user based on active assignment rules only. |
| Applies To tab | |
| Table | Name of the table to which the assignment rule applies. |
| Conditions | Conditions under which the assignment rule applies. For example, to apply a rule when a contract request is submitted for Own type paper, you would enter the following condition. [Type of paper][is][Own paper] |
| Assign To tab | |
| User | User to whom the contract request is assigned. |
| Group | User group to which the contract request is assigned. |
- Click Submit.
Parent Topic:Managing Contract Management Pro
Related topics