Add external signatories widget in third-party paper record producer
Add the external signatories widget to a record producer enabling you to add external signers.
Vorbereitungen
Role required: admin
Prozedur
- Navigate to All > Legal Administration > Legal Catalog > Record Producers.
- Select the third-party paper record producer (Example: Third-party Contract Review) for which you want to add the supporting document widget.
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Configure the variable set.
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Navigate to Variable Set related list.
- Select Edit.
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Add the widget by moving External signatory details from the Collection to the Variable set list.
Abbildung : 1. Add supporting docs variable set -
Select Save.
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Navigate to Variable Set related list.
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Enable the external signatories widget in edit request mode.
- Navigate to All > System Definition > Business Rules.
- Search for Contract-generation variable change and open the record.
- Navigate to Advanced related list.
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In the script, find the following code block.
if (documentType == 'third_party_contract') { var contractRequestResponse = contractExecutionUtils.createOrEditContractRequest(current, documentType, contractType, signatureType, null, 'edit'); if (contractRequestResponse.success == false) { current.comments = response.message; current.update(); return; } contractCoreUtils.createOrUpdateDocumentsFromWidget({ ...commonArgs, contractDocuments: current.variables.contract_documents + '', }); -
Add the following code block after the located code block.
var externalSigners = JSON.parse(current?.variables?.external_signatory_details + '' || '[]'); contractExecutionUtils.processSigners(current, externalSigners, contractRequestResponse, documentType); - Save the business rule.
External signatories document widget is available while you are editing third-party paper based request.