Configure contract template rules

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Configure a rule to identify the contract document template used for generating the contract document for a request.

    Antes de Iniciar

    Role required: sn_cm_core.contract_config

    Por Que e Quando Desempenhar Esta Tarefa

    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

    Procedimento

    1. Navigate to All > Contracts Core > Contracts Administration > Contract Template Rules.
    2. Select New.
    3. On the form, fill in the fields.
      Tabela 1. Contract Template Rule form
      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.
      Nota:
      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].
    4. Select Submit.
      Figura 1. Contract template rules
      Configure contract template rules

    O que Fazer Depois

    Create a contract configuration