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_cm_core.contract_fulfiller

    Warum und wann dieser Vorgang ausgeführt wird

    You can request for approval of a revision for contract documents from stakeholders. Here is how the flow works:
    • You can assign the approvals to a user or user group in your organization. Users with the group manager or contract fulfiller roles who are in the assigned to or collaborator fields can raise the approval for the revision.
    • When you initiate an approval, the approvers receive an email notification and can act on the approval.
    • An approver who does not have access to the contract revision is granted read-only access to the record until the assigned approval record is completed.
    Hinweis:
    Only latest revision of specific contract type is sent for approval. If an approval of specific revision is pending, you cannot initiate another approval for the same.

    Prozedur

    1. Navigate to your workspace.
    2. Click the list icon (List icon).
    3. In the Lists tab, open a request by selecting an option under Contract Requests.
      OptionSteps
      As an assignee
      1. Select the Assigned to Me option.
      2. Select a request to work on.
      3. If the request is newly assigned to you, select Start to start working on the request.

        The state of the request is Work in progress and the contract status is also work in progress.
      As a collaborator
      1. Select the Collaborations option.
      2. Select a request to work on.
    4. 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.
    5. On the Initiate Approval dialog box, fill in the fields.
      Tabelle : 1. Initiate Approval dialog box
      Field Description
      Contract type
      From the drop-down list, select only one category of the contract type, for example, Order Form.
      Hinweis:
      When you have only one contract type, then it is auto-populated.
      Document revision The latest revision of the document . For example Order Form - 1.0. The number reflects the latest document revision. The revision number is visible from the Approving field.
      Hinweis:
      The revision number of the latest document is one higher than the previous revision number.
      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. If you selected User in the Approval by field, select a user from whom the approval is required.
      Hinweis:
      If you selected User in the Approval by field, an approval record is created for the selected user.
      Select user group User or user group who must approve the item. If you selected User group in the Approval by field, select a user group from whom the approval is required.
      Hinweis:
      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.
      Approval note Note for the selected user or user group.
    6. Click Initiate.
      All the approval records are listed and the approval status changes to Requested.

    Ergebnisse

    Assigned approvers are added in the Approvers tab with other approval details. The assigned approvers get an email notification with a link to open the record for action.
    Hinweis:
    The contract type revision number is visible from the Approving field of the Approvers tab.

    Nächste Maßnahme

    Approvers can view and Approve or reject a contract document.