Contract approval flow

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：2分

    • Use the Contract Approval flow to get approval from the approver defined in the contract. You can edit the existing flow or create a flow in the graphical Workflow Studio to meet your organization's contract approval process.

    Prerequisites

    Ensure that the Contract Management (com.snc.contract_management) plugin is installed.

    Contract Approval flow

    Submit your contract for approval by selecting an approver in the contract record. This workflow enables you to manage the terms and conditions the contract must meet to approve a contract.
    図 : 1. Contract Approval
    Contract approval flow actions

    Contract approval process

    • Select an Approver for the contract and select Submit for Review. If the contract's end date is greater than the current date, an approval history record is automatically created to track the status of the approval process. For more information about sending a contract for approval, see Send the contract for approval.
    • Access the contract approval history record and take an approval action. For more information about viewing the approval history for a contract, see View approval history on contracts. Based on the approval decision on the contract, the state and substate of the contract is updated.