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Default Contract States and Predefined Dynamic (Contract) Actions Relationship
The From and To states of a contract are tightly bound with the actions associated with the default Contract Lifecycle Management Object State Definition. Any change in from and to transition will break the action flow.
Here’s a list of default From and To contract states and its associated actions:
| From Contract State | Action under Default Object State Definition | To Contract State | Workflow |
|---|---|---|---|
| Draft | Submit for Approval |
In Approval Process | Trigger Approval Workflow |
| Draft | Cancel Contract |
Canceled | - |
| In Approval Process | Cancel Contract |
Canceled | Cancel Contract Workflow |
| In Approval Process | Cancel Approval | Draft | Cancel Contract Workflow |
| Rejected | Cancel Contract | Canceled | - |
| Rejected | Re-draft Contract | Draft | - |
| Negotiating | Re-draft Contract | Draft | - |
| Negotiating | Send for Signature | Awaiting Signature | Send for Signature (DocuSign envelope) |
| Negotiating | Cancel Contract | Canceled | - |
| Awaiting Signature | Update Envelope Status |
Signed | Update Envelope Action |
| Awaiting Signature | Update Envelope Status |
Signature Declined | Update Envelope Action |
| Awaiting Signature | Revoke Signature |
Negotiating | Revoke Signature |
| Awaiting Signature | Cancel Contract | Canceled | - |
| Signature Declined | Cancel Contract | Canceled | - |
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