Sending agreements for approval during bulk creation[edit]


= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

== To configure a masterdata attribute: ==

#Click Configuration > Masterdata > Masterdata. The Masterdata index page opens. 
#Click View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens. 
#Click Edit. The Edit Masterdata page opens. 
#Select Send for Approval value in Target Workflow Action attribute. 
#Click Update. The masterdata will be updated. 

[[File:7.12 Bulk Approval 1.png|720px]]

When the value of configuration attribute ''Target Workflow Action'' in masterdata is ''Send For Approval'', and bulk agreements are generated on the model agreement:

*Approvers get added to the agreement’s team based on the configured rules. 
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval. 
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved. 
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status. 

== Create bulk agreements from model agreement: ==

#Click Agreement Management > Create Agreement. The Create Agreement page opens. 
#Select the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes. 

[[File:7.12 Bulk Approval 2.png|720px]]

&nbsp; &nbsp; &nbsp; 3. Click Next. The Attributes page opens.

[[File:7.12 Bulk Approval 3.png|720px]]

&nbsp; &nbsp; &nbsp; 4. Toggle the Enable Bulk Agreement Creation to Yes.<br/> &nbsp; &nbsp; &nbsp; 5. Enter the details in remaining fields and Click Next. The template selection page opens.<br/> &nbsp; &nbsp; &nbsp; 6. Select the Template.&nbsp;<br/> &nbsp; &nbsp; &nbsp; 7. Click Create and Publish. The model agreement is created.<br/> &nbsp; &nbsp; &nbsp; 8. Click Generate Bulk Contracts.

[[File:7.12 Bulk Approval 4.png|720px]]

The window for entering the batch name for bulk creation opens.&nbsp;

&nbsp; &nbsp; &nbsp; 9. Enter unique batch name and Click Ok.&nbsp;

[[File:7.12 Bulk Approval 5.png|720px]]

The Batch created successfully message appears and the bulk agreements are created from model agreement.

To view bulk created agreements:

&nbsp; &nbsp; &nbsp; 10. Click on Agreement Management > Agreements on Dashboard. The agreement index page opens.<br/> &nbsp; &nbsp; &nbsp; 11. Search for the bulk created agreements with the unique batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch name opens.

[[File:7.12 Bulk Approval 6.png|720px]]

&nbsp; &nbsp; &nbsp; 12. Click View icon next to one of the agreement. The agreement page opens.<br/> The agreement is created in Approved state as there are no Approvers added to the Team under Approvers tab.

[[File:7.12 Bulk Approval 7.png|720px]]

When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as Waiting for Approval.

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