reuse terms and conditions?

[akillius]

We have a business unit that is interested in using the Terms and Conditions section but one things is holding them back.   For certain contract types, there are standard terms that need to be applied each time.   I need a way to allow them to re-use the same term to avoid them having to do the same term over and over.   I understand that I could build a UI action that would allow them to copy and insert the record but I want to make sure that I am not missing something that is out of the box.

[Deepa Srivastav]

Hi ,

Pls check below links.

Contract Terms and Condition Field not working

How to Create a Login Terms and Conditions Dialog That Really Works!

Re: Terms & Conditions in Catalog item

Mark Correct if it solved your issue or hit Like and Helpful if you find my response worthy.

[palanikumar]

Hi,

You need to give more details. Which module are you using? I assume it is Service Catalog, please confirm.

What does Terms and Condition section contains? just simple UI macro with text? or Glide dialog or anything else?

How you you get the contract types? is it a field in the form?

[akillius]

My apologies.   This is Contract Management. There is a section for Terms and Conditions that can be added to a specific contract.   However, only one term record can be added to a contract and cannot be reused.   Once the term is associated to the contract, it is no longer a viable option.   We are trying to promote out of the box functionality where possible so I am hoping to provide a solution that will allow them to re-use the same terms over and over.

[mattcarter]

Hey mate,

Decided to implement the same functionality you're talking about today, went with a fairly simple solution;

1. Add a true/false field to the terms & conditions form/table named 'Reuse'

2. Add the following business rule;

When to run; Async, on update

Advanced;

Condition: current.u_reuse == true && current.used == true;

Script:

(function executeRule(current, previous /*null when async*/ ) {

      // Set reuse flag to false on recently used T&C

      current.u_reuse = false;

      current.update();

      // Insert a new record matching the old & set reuse flag to true

      var tnc = new GlideRecord('clm_terms_and_conditions');

      tnc.name = current.name;

      tnc.description = current.description;

      tnc.u_reuse = true;

      tnc.insert();      

})(current, previous);

Hope this helps if you haven't solved this yourself already!

Cheers,

Matt