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‎02-20-2019 08:36 PM
I am trying to bring in the Contract Management plugin to our environment. As part of our evaluation, I have been asked to see if it's possible to associate "tasks" with a contract record? Basically, we want a set of pre-assigned tasks to be completed in their entirety BEFORE the contract can be submitted to the contract owner (approver) for apporval.
In addition, I want to take all of the attachments from those tasks and somehow copy them to the master contract record so they can be quickly located.
After that, I want to export the data (maybe through MID Servers?) to a folder on the network where they can be ingested to our organization's archival system.
Any suggestions on what I can do to get started on these items? I tried to see if any "Related Lists" existed for contract records out-of-box for Tasks but I did not see any.
Thanks!
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‎02-21-2019 04:00 AM
Hi Jordan,
basically, these are the steps I would use to implement this. This is by no means the only way to do it, but it would certainly work.
- Create a new table 'Contract Task' extending the task table
- Create a reference field to 'Contract' on the new table -> This will create your related list automatically for you
- Add the new 'Contract Task -> Contract' related list to your contract form
- Use Flow Designer (available from London onwards) to create your desired process (e.g. creating tasks and approval steps). Also, copying over attachments can be achieved through a flow.
- ALTERNATIVE: Use Execution Plans to create tasks and approval steps. Less functionality but maybe easier to administrate. Copying attachments in this case would be done through a Business Rule.
- Export: This one depends on your archiving system. If it supports REST or SOAP then use Flow Designer for this integration.
Hope this helps!
Kind regards
Ralf Schnell, Senior Platform Evangelist

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‎02-21-2019 04:00 AM
Hi Jordan,
basically, these are the steps I would use to implement this. This is by no means the only way to do it, but it would certainly work.
- Create a new table 'Contract Task' extending the task table
- Create a reference field to 'Contract' on the new table -> This will create your related list automatically for you
- Add the new 'Contract Task -> Contract' related list to your contract form
- Use Flow Designer (available from London onwards) to create your desired process (e.g. creating tasks and approval steps). Also, copying over attachments can be achieved through a flow.
- ALTERNATIVE: Use Execution Plans to create tasks and approval steps. Less functionality but maybe easier to administrate. Copying attachments in this case would be done through a Business Rule.
- Export: This one depends on your archiving system. If it supports REST or SOAP then use Flow Designer for this integration.
Hope this helps!
Kind regards
Ralf Schnell, Senior Platform Evangelist