Initiate an ad hoc approval for a contract document revision

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • Initiate an ad hoc approval for a contract document revision from a user or a user group.

    Vorbereitungen

    Role required: sn_lg_cnt.contract_fulfiller

    Warum und wann dieser Vorgang ausgeführt wird

    As a collaborator added to a request, you can access and work on the request just as assignees can. However, you can't modify the Assigned to and Assignment group fields.

    You can assign these approvals to any user or user group in your organization who have the sn_lg_cnt.contract_fulfiller role. regardless of whether they have the required roles to access the request record. When you initiate an approval, the approvers receive an email notification and can review and act on the approval. An approver who doesn't have access to the item is granted read-only access to the record until the assigned approval record is completed.
    Hinweis:
    If a contract document revision already has a pending approval record, you cannot initiate another approval for the same item.

    Prozedur

    1. Navigate to All > Legal request > Legal Counsel Center.
    2. Click the list icon (List icon).
    3. In the Lists tab, navigate to Legal Requests or Contract Requests.
      OptionSteps
      As an assignee
      1. Select the Assigned to Me option.
      2. Select a contract request to work on.
      As a collaborator
      1. Select the Collaborations option.
      2. Select a contract request to work on.
    4. Wahlweise: If you have opened contract request from the Legal requests listing, select Contract request tab.
    5. In the Approvers tab, click Initiate Approval.
      You can also initiate an approval by clicking the more actions button (More actions button icon.) and selecting Initiate Approval.
    6. On the Initiate Approval dialog box, fill in the fields.
      Tabelle : 1. Initiate Approval dialog box
      Field Description
      Contract type Contract type for which you need to initiate approval.
      Document revision This field is automatically populated with the latest document revision.
      Approval by Approval required at user level or user group level.
      • User: Get approval from an individual user.
      • User group: Get approval from a set of users. The Select user field is replaced by the Select user group field.
      Select user User or user group who must approve the item.
      Hinweis:
      Users or user groups with the sn_lg_cnt.contract_fulfiller role are listed.
      • If you selected User in the Approval by field, select a user from whom the approval is required.
      • If you selected User group in the Approval by field, select a user group from whom the approval is required.
      Approval note Note for the selected user or user group.
    7. Click Initiate.

    Ergebnisse

    Assigned approvers are added in the Approvers tab based on the following conditions:
    • If you selected User in the Approval by field, an approval record is created for the selected user.
    • If you selected User group in the Approval by field, an approval record for each user in the selected user group is created. Anyone from the group can approve.

    The assigned approvers get an email notification with a link to open the record for review and action.

    The approval details appear under the Approvals tab on the Standard Ticket page.