How to configure BPM approval rule for contract created via Contract Request form ? — Cloud Customer Connect
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How to configure BPM approval rule for contract created via Contract Request form ?

in Enterprise Contracts 2 comments

Summary:

Hi Experts ,

I have a requirement related to the contracts module. A new feature has been introduced that allows users to raise contract request through Contract request form. My requirement is to route the contracts that are created from these contract requests to a specific user for approval. While attempting to configure the approval rules in BPM, I was unable to find any fields related to the source documenrt , Source Application ,or Requestor that could help me define a rule specific to contracts initiated through CRF.

There are standard fields ion the Contract Page - Source Applicationa nd Source Document Number . These fields indicates that the contract is created through CRF.

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