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Default Transitions and Actions in Salesforce Contracts
This reference shows the complete relationship between contract states, the actions available in each state, and the resulting state after each action runs.
How Actions Appear on a Contract
Salesforce Contracts shows an action button on a contract record only when both conditions are true:
A valid transition exists from the contract's current state to the action's target state.
The user has the required permission sets (at minimum, ContractMgmtRuntime and DocGenRuntimeUser).
States, Actions, and Transitions
This table shows every default transition: the starting state, the action that triggers the transition, the resulting state, and any associated workflow.
| From State | Action | To State | Workflow |
|---|---|---|---|
| Draft | Submit for Approval | In Approval Process | Triggers approval workflow |
| Draft | Cancel Contract | Canceled | — |
| In Approval Process | Approved (by approver) | Negotiating | Approval workflow completes |
| In Approval Process | Rejected (by approver) | Rejected | Approval workflow completes |
| In Approval Process | Cancel Approval | Draft | Cancels approval workflow |
| In Approval Process | Cancel Contract | Canceled | Cancels approval workflow |
| Rejected | Re-draft Contract | Draft | — |
| Rejected | Cancel Contract | Canceled | — |
| Negotiating | Send for Signature | Awaiting Signature | Creates DocuSign envelope |
| Negotiating | Re-draft Contract | Draft | — |
| Negotiating | Cancel Contract | Canceled | — |
| Awaiting Signature | Update Envelope Status (signed) | Signed | Queries DocuSign status |
| Awaiting Signature | Update Envelope Status (declined) | Signature Declined | Queries DocuSign status |
| Awaiting Signature | Revoke Signature | Negotiating | Revokes DocuSign envelope |
| Awaiting Signature | Cancel Contract | Canceled | — |
| Signature Declined | Re-draft Contract | Draft | — |
| Signature Declined | Cancel Contract | Canceled | — |
| Signed | Activate Contract | Activated | — |
| Activated | Terminate Contract | Contract Terminated | — |
| Activated | (System) Expiration | Contract Expired | — |
Default Object State Transition Records
These are the Object State Transition records created by the ContractManagement license. Each record defines one allowed path from one state to another.
The default Contract Lifecycle Management Object State Definition includes 19 transition records:
| Transition Record Name | From State | To State |
|---|---|---|
| Draft_To_InApproval | Draft | In Approval Process |
| Draft_To_Cancelled | Draft | Canceled |
| InApproval_To_Rejected | In Approval Process | Rejected |
| InApproval_To_Negotiating | In Approval Process | Negotiating |
| InApproval_To_Canceled | In Approval Process | Canceled |
| InApproval_To_Draft | In Approval Process | Draft |
| Rejected_To_Canceled | Rejected | Canceled |
| Rejected_To_Draft | Rejected | Draft |
| Negotiating_To_Draft | Negotiating | Draft |
| Negotiating_To_AwaitingSignature | Negotiating | Awaiting Signature |
| Negotiating_To_Canceled | Negotiating | Canceled |
| AwaitingSignature_To_Signed | Awaiting Signature | Signed |
| AwaitingSignature_To_SignatureDeclined | Awaiting Signature | Signature Declined |
| AwaitingSignature_To_Negotiating | Awaiting Signature | Negotiating |
| AwaitingSignature_To_Canceled | Awaiting Signature | Canceled |
| SignatureDeclined_To_Canceled | Signature Declined | Canceled |
| SignatureDeclined_To_Draft | Signature Declined | Draft |
| Signed_To_Activated | Signed | Activated |
| Activated_To_Expired | Activated | Contract Expired |
| Activated_To_Terminated | Activated | Contract Terminated |
Predefined Dynamic Action Definitions
These are the Object State Action Definition records created by the ContractManagement license. Each record defines one action that can trigger a state transition.
| Action | Description |
|---|---|
| Submit for Approval | Submits the contract for internal approval and triggers the configured approval workflow. |
| Cancel Contract | Cancels the contract. If the contract is in the approval process, then the approval request is canceled first. |
| Re-draft Contract | Returns the contract to Draft status for further editing. |
| Send for Signature | Sends the latest contract document version to DocuSign for the customer's e-signature. |
| Revoke Signature | Revokes the DocuSign envelope and returns the contract to Negotiating status. |
| Update Envelope Status | Queries DocuSign for the latest signature status. Moves the contract to Signed or Signature Declined based on the response. |
| Activate Contract | Activates the contract after signing is complete. |
| Terminate Contract | Terminates the entire contract or specific contract lines. |
