Optional: Set Up the Contract State Model for CME Winter '23 and Later Releases

If you want to use the contract state model, you must enable the state model trigger and import the contract state model static resources.

1. To turn on the state model trigger, perform these steps.
   1. From Setup, in the Quick Find box, enter custom settings.
   2. Click T, find Trigger Setup, and click Manage
   3. Click Edit next to Contract.EnableStateModel.
   4. Select the Trigger On checkbox.
   5. Click Save.
2. To install and activate the state model resources, perform these steps.
   1. From Setup, in the Quick Find box, enter static
   2. Click Static Resources.
   3. Click the letter C.
   4. Find ContractStateModelSampleData and click the name.
   5. On the Static Resource Details page, right-click View file, and select Save Link As....
   6. Save and download the JSON file.
   7. Using the App launcher, open the Omnistudio app and the Omniscripts page.
   8. Import the JSON file and activate it.
   9. Using the App launcher, open Vlocity Actions and verify that the following actions appear in the list.
      

      Tip

      Click the Vlocity Action Name header to alphabetize the list.

      • Activate Contract

      • Amend Contract

      • Cancel Approval

      • Cancel Contract

      • Re-Draft Contract

      • Renew Contract

      • Revoke eSignature

      • Send for eSignature

      • Submit for Approval

      • Terminate Contract

      • Update Envelope Status