Configure contract template rules

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: sn_cm_core.contract_config

    About this task

    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 Provide access to contract request fields in condition builders

    Procedure

    1. Navigate to All > Contracts Core > Contracts Administration > Contract Template Rules.
    2. Select New.
    3. On the form, fill in the fields.
      Table 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.
      Category Category of the document template.
      Template The published and active contract template that will be used to generate the contract document.
      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].
      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.
      Active Option for marking the rule active. Only active rules are considered while submitting a request and identifying the appropriate template
    4. Select Submit.

    What to do next

    Create a contract configuration