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Contract State Model and the Contract Workflow
The Contract State Model determines the contract life cycle. The Contract State Model controls which actions are available and to whom.
The Contract State Model is a list of valid states and transitions. The Contract State Model on the Contract object specifies the legal states for a Contract Document record.
Vlocity Actions control the actions and operations that are allowed in each state on a particular Contract Document record. Vlocity Actions also control which users can perform the actions and operations. Vlocity CLM automatically renders a Vlocity Action on a Contract Document record only if all of the following criteria are met:
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The contract document is in a state that supports the Vlocity Action transition. That is, the Vlocity Action record To State field specifies the state transition.
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In the Vlocity Action, the Filter and Filter Criteria field values are true.
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The user profile accessing the contract document is selected in the Vlocity Action Applicable User Profile picklist.
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The Vlocity Action is active.
In a Contract State Model, only State transitions initiated from the Vlocity Action Toolbar can change the Contract Record Type. Contract State Models don't support State Transition Rules or custom Vlocity Actions.
Contracts may require approvals. If a contract requires approvals, you can define the approvers based on the contract or the account and order context. Approvers can be named individuals or based on titles or roles. You can set the sequence of approvals and escalation paths.
- Configure the Contract State Model
Contracts may have stringent compliance requirements. Therefore, you must follow specific rules regarding the Contract object. Certain actions can be performed by certain users, in certain states, and only certain state transitions are allowed. A Contract State Model defines the life cycle states for a contract of a specific Contract Type, as well as the valid state transitions. Use Vlocity Actions to move the contract between two valid states. - Defining Vlocity Actions for Contracts
Document actions are Vlocity Actions of link type Document. You can configure all document actions. You can add more filter conditions, change the validation classes and methods, and invoke classes or methods. The actions are defined with the Is Seed Action option is true. You cannot delete or clear them, but you can set them as inactive. You must ensure that any combined filters are valid SOQL. - Sample Contract Lifecycle
View a sample contract life cycle diagram.
