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Contract management state

Dan Brown2
Kilo Sage

I have been asked to look at the contract management application for possible implementation, there seems to be a problem with the State field updating from Draft, even when the Substate is Approved and the Start and End dates are within range.

I think I am right in saying that there is a job that runs nightly to check the Conditional Check Definitions and also Run Condition Checks will run this job manually.   I have left it over night and ran the manual check.

The Condition Check definition is below. Can anyone advise where the problems maybe or any advice where to check?

condition checks.png

Many thanks,

Dan

15 REPLIES 15

Hi Michael I want our contracts to start with a State of Active, but I cannot find where to change that at. I tried adding a Set values in the workflow and removing the approval part of the wf. I also tried adding a onBefore business rule but nothing seems to be working. Can you assist please?



find_real_file.png


Change the default value from draft to active.


Hi Michael I just did it before you responded.


Thank you for the quick turnaround. I initially thought this had something to do with the workflow but it doesn't.



Much appreciated.



Karen


Hi Michael maybe you can assist me with this again.


Changing the default to Active worked perfectly but then we found an issue. When I change the default to Active - it automatically makes a field called Contract Model read-only (in which that field is a mandatory field).



So I had to change it back to Draft.


What I am trying to solve for is basically removing the approval step of the contract workflow.


I've done various things to try to accomplish this but nothing is working. I modified the workflow by removing the approval user step and leaving the Switch piece, I updated the set values so that the state = Active and the sub-state = Awaiting Review.


I put another question out to the community and someone else responded by telling me to look at the UI Actions. I did that and it is still not working.



All I want to do is remove the Approval piece from the workflow and make sure that after a new contract is entered and the Submit button is clicked then it will change the state from Draft to Active.



find_real_file.png



find_real_file.png


Maybe it's easier to just change the ACL that makes the Contract field read-only:


Screen Shot 2017-03-03 at 10.58.31 AM.png


You can add State is Draft or State is Active.