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How to create Alert in Contract Creation process — Cloud Customer Connect
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How to create Alert in Contract Creation process

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edited Feb 15, 2021 7:19PM in Enterprise Contracts 3 comments

Summary

Need to setup Alert for missing transaction setup

Content

Hi Team,

I want to know if we can configure custom alert while user performs transaction in Contract module and if he misses to enter the required data. 

Here is the business scenario:

On contract creation stage, while creating the new Contract user need to enter Contract basic details, attach Contract term's, parties, deliverables & other information. In between Parties tab, user need to enter Resource organization value. However this is not mandatory so sometimes user forget to enter the data. 
I like to know if we can define some custom alert to capture this missing information and send email to Contract owner or internal stakeholder. This way we will be able capture this information & immediately identify the issue.

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