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Extract the Clause Category ID for Clause Approval
Use the clause category ID to define the clause approval process for a clause category.
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, Professional, and Developer Editions |
| USER PERMISSIONS NEEDED | |
| To extract the clause category ID: | Clause Designer User |
- From Setup, in the Quick Find box, enter Clause Category.
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Click Clause Category Configuration.
A list of clause categories appears.
- Click the clause category that you want to define the clause approval process for.
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Extract the clause category ID from the URL. Copy the text starting from 0z.
For example, 0zMxxxxxxxxxxxx.
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Note the clause category ID.
Use the ID for defining the clause approval in step Define a Clause Approval Process Name.
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