You can create rules to create Requests or Agreements using the ''Rules'' tile. For example, you can create a Rule for an Agreement to get the Supporting Documents auto attached at the predefined state. The user who is provided with administrative privileges can only create Rules from ''Rule'' tile.

With ICM, you can create Rules for Contract Types. You can create various types of Rules only for the published Contract Types.

1. '''Click''' ''Configuration''''' '''on ''My Dashboard''. The ''Configuration'' page opens.

2. '''Click''' ''Rule''''' '''on the ''Configuration'' page. The ''Rules'' page opens.

 

The ''Create Rule'' page consists of the following  tabs:

1. '''Select''' the Contract Type for which you want to create a Rule in the ''Contract Type'' list.

2. '''Type''' a name of the rule in the ''Rule Name'' box.

3. '''Type''' a description for the rule in the ''Rule Description'' box.

4. '''Select''' the type of the rule in the ''Rule Type ''from the ''Rule Type'' list. 

 

For each type of a Rule, you need to select an approver role from the drop-down options.

:If you select the Rule Type as ''Approval Rule'', the ''Team Role'' field is displayed.&nbsp;You can configure multiple approval rule sets, thus enabling greater flexibility in creating approval rules<br/> '''Select''' the ''appropriate role of an approver'' from the following list of team roles:  

 

*Approver  

*Deviation Approver  

*External Signatory  

*Internal Signatory  

*Reviewer  

 

*Clause Assembly: To build&nbsp;a Rule that defines the conditions in which a specific clause will open in an Agreement.  

*Contract Type Selection: To build&nbsp;a Rule that defines the conditions in which a specific contract type will be selected while creating an Agreement.  

*Dynamic Association: To build a Rule that defines the conditions in which a specific Agreement/Associated Document will be selected while creating an Agreement.  

*Dynamic Attribute: To build&nbsp;a Rule that defines the conditions in which a specific attribute will open while creating an Agreement.  

*Set Attribute Value: Define the value of the attribute.  

*Template Selection: To build&nbsp;a Rule that defines the conditions in which a specific template will be selected while creating an Agreement.  

<div class="note-box">'''Note''':&nbsp;The types of rules that are displayed&nbsp;in the list vary according to the type of the contract you select in the ''Contract Type'' list.</div>  

5.&nbsp;'''Click''' ''Next''. The ''Build'' tab opens.

 

*Builder: You can add a Rule in this pane.  

*Validate: You can type the information that is used to validate the Rule you create.  

'''Builder'''<br/> To add a Rule:

1.&nbsp;'''Click''' ''Add Rule''.

3. Next to the icon , in the''Select Value'' field select the appropriate attribute from the list provided:

&nbsp;4. Based on the attribute you have selected, select appropriate value in the very next ''Select Value'' field from the list provided:

:*Has A Value:&nbsp;the Rule is satisfied as long as the attribute has some value. This includes all Data Types and&nbsp;system-defined Attributes such that Rules can be set up for an Attribute having any value. For example, you want to set up a Rule so that an Approver John Doe should approve the Contract if a discount is applicable to it, irrespective of the value of the discount. Then, user can add a Rule using the Has A Value condition such that John Doe is added as an Approver if the discount has a value of 5%, 10% or whatever value is desired. For better understanding, please refer to the next section on Has A Value condition.

Once selected, '''enter''' an appropriate value in the ''Enter Value'' field.

5.&nbsp;'''Click'''&nbsp;the Add icon&nbsp;to add another condition.

6.&nbsp;'''Click''' {} to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the rule.

7. Under ''Actions'', in the ''Select Action'' list, select from the list actions.

8.&nbsp;'''Select''' actions consequent to the conditions you have set, and then enter their value. For example, under ''Conditions'', if you select ''Created By Equals x User'', then under ''Actions'' you may select ''Require Approval From Any'', and then type appropriate value. that is if the user x creates an Agreement using the selected Contract Type, then it will require approval from any of the selected approvers.

9.&nbsp;'''Type''' the number of approvers required in the ''MinimumApprovers'' text box, and then '''type''' appropriate ''Step Number'' for those Approvers. The Agreement approval process flows sequentially according to the ''Step Number'' of the approver. When Approvers are defined based on the user attribute, the Administrator can specify a minimum number of approvals required for an Agreement before it can move to the next step in the workflow. As a result, not all Approvers configured for the specific user attribute are required&nbsp;to approve the Agreement.

<div class="image-green-border">[[File:Creating a Rule Create Rule page 7.8.PNG|760px|RTENOTITLE]]<br/> &nbsp;</div>  

=== Validate ===

Based on the ''Contract Type'' you select in the ''Setup'' section, relevant attributes are displayed&nbsp;in the ''Validate'' pane. The information you type in this pane validates the Rule that you create.

'''Click''' ''Next''. The ''Summary'' tab opens.

 

Let's apply ''Has A Value&nbsp;''condition on ''Agreement Code''&nbsp;Attribute of&nbsp; Contract Type ''Teaming Agreement'' having ''Auto ''Data Type.&nbsp;

1.&nbsp;&nbsp; &nbsp;'''Click '''the ''Configuration'' tile on the Dashboard. The ''Configuration'' page opens.&nbsp;

[[File:1.png|730px|RTENOTITLE]]

2.&nbsp;&nbsp; &nbsp;Click the '''Rule '''tile on the ''Configuration'' page. The ''Rules'' page opens.

[[File:2.PNG|680px|RTENOTITLE]]

3.&nbsp;&nbsp; &nbsp;'''Click '''the ''Create Rule'' tile on the ''Rules'' page. The ''Create Rule'' page opens.

[[File:3.PNG|300px|RTENOTITLE]]

<br/> 4.&nbsp;&nbsp; &nbsp;'''Select '''the Contract Type from the ''Select Contract Type'' dropdown list in the ''Setup'' tab. For example, ''Teaming Agreement''.<br/> 5.&nbsp;&nbsp; &nbsp;'''Enter '''a Rule name in the ''Rule Name'' field.&nbsp;<br/> 6.&nbsp;&nbsp; &nbsp;'''Enter '''a description for the Rule in the ''Rule Description'' box.<br/> 7.&nbsp;&nbsp; &nbsp;'''Select '''the type of the Rule from the ''Rule Type'' drop-down list. For example, ''Approval Rule''.<br/> 8.&nbsp;&nbsp; &nbsp;'''Select '''the role for team member from the ''Team Role'' drop-down list. For example, ''Approver''.

[[File:8-1.PNG|720px|RTENOTITLE]]

9.&nbsp;&nbsp; &nbsp;'''Click '''Next. The ''Builder'' tab of ''Create Rule'' page opens.

[[File:9.PNG|720px|RTENOTITLE]]<br/> <br/> 10.&nbsp;&nbsp; &nbsp;'''Select '''the Attribute (system or user defined) for which you want to apply the condition from the ''Select Value'' drop-down list. For example, ''Agreement Code''.<br/> 11.&nbsp;&nbsp; &nbsp;'''Select '''the ''Has A Value'' condition from the next drop-down list. &nbsp;<br/> 12.&nbsp;&nbsp; &nbsp;'''Select''' the Action that you want to take from the ''Actions ''drop-down list. For example, ''Require Approval From All''.&nbsp;<br/> 13.&nbsp;&nbsp; &nbsp;'''Select '''the User in the ''Select User'' field.<br/> 14.&nbsp;&nbsp; &nbsp;'''Select '''the corresponding ''Step Number'' of the selected User.<br/> 15.&nbsp;&nbsp; &nbsp;'''Click '''''Add Action'' to add another condition.<br/> 16.&nbsp;&nbsp; &nbsp;'''Select''' ''Yes ''or ''No ''in the ''Stop Processing More Rules'' drop-down list.<br/> <br/> '''Note:''' The ''Stop Processing More Rules'' option when set to ''Yes ''allows you to stop evaluating further Rules for the Ruleset.<br/> <br/> 17.&nbsp;&nbsp; &nbsp;'''Click '''the ''Validate ''tab to validate the Rule. For example, enter code in the Agreement Code field as per the defined Rule. &nbsp;&nbsp;<br/> 18.&nbsp;&nbsp; &nbsp;'''Click '''the ''Validate ''button to validate the Rule you created. The ''Rule Validation Summary'' window opens.

[[File:18-1.PNG|720px|RTENOTITLE]]

[[File:18-2.PNG|360px|RTENOTITLE]]<br/> &nbsp;

&nbsp;

=== Subset Of operator ===

With a ''Subset of'' operator,&nbsp;user can configure conditions for power sets (i.e. cases where the user wants a Rule to be executed only if the entity field contains a subset of the configured values). This new operator, ''Subset of'', which is applicable to only multiselect lookup supports evaluation of string, number, user, percentage and email data types only. Let's consider an example to define a ''Template Selection''&nbsp;Rule with the ''Subset Of&nbsp;''operator using ''Number'' Data Type.

1.&nbsp;&nbsp; &nbsp;'''Click '''the ''Configuration'' tile on the Dashboard. The ''Configuration'' page opens.&nbsp;

[[File:1-po.PNG|RTENOTITLE]]<br/> 2.&nbsp;&nbsp; &nbsp;'''Click '''the '''Rule '''tile on the ''Configuration ''page. The ''Rules ''page opens.

[[File:2-po.PNG|RTENOTITLE]]<br/> 3.&nbsp;&nbsp; &nbsp;'''Click '''the ''Create Rule'' tile on the ''Rules ''page. The''Create Rule'' page opens.

[[File:3-po.PNG|RTENOTITLE]]<br/> 4.&nbsp;&nbsp; &nbsp;'''Select '''the Contract Type from the ''Select Contract Type'' dropdown list in the ''Setup ''tab. For example, ''Teaming Agreement''.<br/> 5.&nbsp;&nbsp; &nbsp;'''Enter '''a Rule name in the ''Rule Name'' field.&nbsp;<br/> 6.&nbsp;&nbsp; &nbsp;'''Enter '''a description for the Rule in the ''Rule Description'' box.<br/> 7.&nbsp;&nbsp; &nbsp;'''Select '''the type of the Rule from the ''Rule Type'' drop-down list. For example, ''Template Selection''.

[[File:7-po.PNG|720px|7-po.PNG]]<br/> 8.&nbsp;&nbsp; &nbsp;'''Click&nbsp;'''''Next''.'''&nbsp;'''The&nbsp;''Create Rule ''page''&nbsp;''opens''.<br/> 9.&nbsp;&nbsp; &nbsp;'''''Click '''''Add Rule'' in the ''Builder ''tab.

*'''Select '''the Contract Type from the drop-down list, which helps you to select the Attribute set for which you want to create the Rule. For example, ''Teaming Agreement''. &nbsp;&nbsp;  

*'''Select '''the Multi-Select Lookup Attribute for which you want to apply the condition from the Select Value drop-down list. For example, ''RAP_Supplier Name''.  

''RAP_Supplier Name'' is an ''Attribute'' of ''Teaming Agreement'' with ''Number ''Data Type having ''Is Multi Select'' flag enabled.

*'''Select '''''VALUE ''condition from the drop-down list.&nbsp;  

*'''Select''' the ''Subset Of operator'' from the drop-down list.&nbsp;  

*'''Select''' the options where you want to apply the ''Subset Of'' operator. For example, ''Mac & Jhonson'' and ''RAP_Supplier1''. This means the ''Template Selection Rule'' will only trigger when a ''RAP_Supplier Name'' field has either of&nbsp;''Mac & Jhonson'' and ''RAP_Supplier1'' or both names. &nbsp;

'''Note: '''The ''Subset Of'' operator is available only for the Multi Select Lookup Attribute.

10.&nbsp;&nbsp; &nbsp;'''Select '''the Action that you want to take from the ''Actions'' drop-down list. For example, ''Select Template''.&nbsp;<br/> 11.&nbsp;&nbsp; &nbsp;'''Select '''the Template to be available when the defined conditions are met. For example, ''Template approval verification'' and ''Clause assembly verification perf''.&nbsp;

[[File:11-po.PNG|720px|11-po.PNG]]<br/> <br/> 12.&nbsp;&nbsp; &nbsp;'''Select''' ''Yes'' or ''No'' in the ''Stop Processing More Rules'' drop-down list.

'''Note:''' The ''Stop Processing More Rules'' option when setting to ''Yes'' allows you to stop evaluating further Rules for the Ruleset.&nbsp;<br/> <br/> 13.&nbsp;&nbsp; &nbsp;'''Click '''the ''Validate'' tab to validate the Rule.&nbsp;<br/> 14.&nbsp;&nbsp; &nbsp;'''Enter''' the required value as per the defined Rule. For example, '''enter''' ''Mac & Jhonson'' and ''RAP_Supplier1'' in the ''RAP_Supplier Name'' field.&nbsp;<br/> 15.&nbsp;&nbsp; &nbsp;'''Click '''the ''Validate'' to validate the Rule you created. The ''Rule Validation Summary'' window opens.

[[File:15-po.PNG|720px|15-po.PNG]]<br/> <br/> 16.&nbsp;&nbsp; &nbsp;The ''Rule Validation Summary'' window displays the Templates that met the defined Rule.

 

[[File:16-po.PNG|720px|16-po.PNG]]<br/> 17.&nbsp;&nbsp; &nbsp;'''Click '''''Next''. The ''Summary'' tab opens.<br/> 18.&nbsp;&nbsp; &nbsp;'''Click''' ''Create'' to create the Rule.&nbsp;<br/> &nbsp;

 

 

Verify the summary of the rule, and then '''click&nbsp;'''''Create''.&nbsp;

 

The ''Rule created successfully''&nbsp;message is displayed. The Rule is displayed in the Rule&nbsp;list of the specific Contract Type.

ICM allows you to set the Rules based on the total number of selected values (count of selected values) in multi-select type Attributes.

 

For example, for an attribute ''Country Name'', if the user selects more than two countries i.e. ''Count is Greater Than 2'', then the Agreement can be sent for approval to the selected users.

The supported operators are:&nbsp;''Equals'', Greater&nbsp;''Than'', ''Greater Than or Equals'', ''Less Than'', ''Less Than or Equals'', and ''Not Equals''.

<div class="image-green-border">[[File:Count based rules 1.png|720px|RTENOTITLE]]</div>  

&nbsp;

<div class="image-green-border">[[File:Count based rule 2.png|720px|RTENOTITLE]]</div>  

*ICM also supports Masterdata value options in the''Actions'' section of Rules, so that you can define Rules without having the Cascade Attribute on the Contract Type where the Rule is being written. For example, if multiple signatories are part of a Lookup Masterdata record, we can now define the Rule (such as – ''Select User From Attribute'') on the Masterdata record itself and use them in the Rule directly, instead of defining Cascade Lookup Attributes in the Agreement. This drastically reduces the time and effort to create and maintain a large number of Attributes for Agreement Contract Types.  

<div class="image-green-border">[[File:Rule view.PNG|760px|RTENOTITLE]]</div>  

Rules can be written for individual attributes of an Association (as done for parent Contract Types). All attributes for Associations are available for the given Rule conditions. You can search selected values on an Agreement or an Associated Document.&nbsp;Depending on the type of the attribute, standard operators are applicable. For example, ''Contains, Starts With, Equals, Greater Than'', and so on.

Rules can also accommodate the count of the Associations so that you can add Clauses based on the count of the Associations. If you ''Select All'' or ''Select Any'', there is no need to specify the count of the Associations to satisfy the rule. However, when selecting the option ''Select Count'', you need to specify the number of Associations, irrespective of the attribute value, that should meet the condition and satisfy the Rule. This rule applies to any type of Association, parent/child or peer.

*''Select All'':&nbsp;If all the Associations satisfy the condition  

*''Select Any'':&nbsp;If any Association satisfies the condition  

*''Select Count'': If the number of Associations specified&nbsp;satisfy the condition  

<div class="image-green-border">[[File:Multiparty-Rules1.PNG|760px|Multiparty Rules]]</div>  

Rules can accommodate the count of the Associations, besides ''Select All'' and ''Select Any ''Conditions.&nbsp;If you ''Select All'' or ''Select Any'', there is no need to specify the count of the Associations to satisfy the Rule. However, when you ''Select Count'', then you need to specify the number of Associations, irrespective of the attribute value, that should meet the condition and satisfy the Rule.

<div class="image-green-border">[[File:Multiparty-Rules2.PNG|760px|Multiparty Rules - Select Count]]</div>  

3. If the value taken from the Agreement above was ''Acme Inc''. for the first instance, then it will be displayed as shown in the figure after Edit or Publish.

 

<div class="image-green-border">[[File:Rules - Changes in Document Assembly.png|360px|Create a Rule - Changes in Document Assembly will replace tags with metadata value]]</div>  

 

In ICM, you can View, Edit, Copy, Activate, Deactivate, or Lock a Rule. Follow these steps to&nbsp;View or Edit a Rule:

 

 

 

4.&nbsp;'''Select''' the check box next to the Rule name, and then '''click''' ''Delete''&nbsp;to delete the Rule.

<div class="image-green-border">[[File:Rule Index page.PNG|720px|RTENOTITLE]]<br/> &nbsp;</div>

*Edit: To edit the selected Rule. On the&nbsp;''Edit Rule''&nbsp;page, edit the appropriate information. and '''click '''''Update''. Editing the Rule automatically locks it. When updating the Rule,&nbsp;there is a checkbox option (default – unchecked) on the ''Edit Rule'' page, indicating that the Rule will be unlocked on update. If checked, the Rule stays locked for the other users.  

*Copy:&nbsp;To copy the selected Rule for another Contract Type.&nbsp;In the&nbsp;''Copy Rule''&nbsp;dialog box, '''select'''&nbsp;Contract Type, '''type''' the Rule name and then&nbsp;'''click'''&nbsp;''Copy''. The Rule becomes applicable for another Contract Type that you selected.  

*View: To view the details of the selected Rule.&nbsp;The&nbsp;''Rule Summary''&nbsp;page opens where you can view the Rule details of the selected Rule.  

*Audit Log: To view the ''Audit Logs ''of the Rule.&nbsp;''Audit Logs'' screen&nbsp;contains the complete history of the specific Rule. Here, you can track all the changes made to the Rules, including the deletion. Editing a&nbsp;rule set inside a Rule creates a hyperlink ''Hide/Show All Changes''&nbsp;next to that log.&nbsp;'''Click''' the hyperlink to see the ''Old ''and ''New'' values.  

With ICM, you can create Rules for Contract Types. You can create various types of Rules only for the published Contract Types.

1.&nbsp;'''Click''' ''Configuration'''''&nbsp;'''on &nbsp;''My Dashboard''. The ''Attributes'' page opens.

2.&nbsp;'''Click''' ''Rule''. The ''Rules'' page opens.

3.&nbsp;'''Click''' ''Create Rule''. The ''Create Rule'' page opens.

The ''Create Rule'' page consists of the following tabs:

2.'''Type''' a name of the Rule in the ''Rule Name'' box.

3.&nbsp;'''Type''' a description of the Rule in the ''Rule Description'' box.

4.&nbsp;'''Select''' ''Contract Type Selection'''''&nbsp;'''in the ''Rule Type'' list.

<div class="note-box">'''Note''': The types of Rules that are displayed in the list vary according to the type of Contract you select in the&nbsp;''Contract Type&nbsp;''list.&nbsp;</div>

5.&nbsp;'''Click''' ''Next''. The ''Build'' tab opens.

&nbsp;

 

&nbsp;

*Builder: You can add a rule in this pane.  

*Validate: You can type the information that is used to validate the rule you create.  

Builder<br/> To add a Rule:

1.&nbsp;'''Click''' ''Add Rule''.

2. Under ''Conditions'', select from the following options:

&nbsp;3. In the ''Select Value'' drop-down list next to the icon, select an attribute. Based on the attribute you have selected, select the appropriate value. For example, you have selected ''Created By'' as an attribute, you have to select from ''Equals'' and ''Not Equals''. Then, type the appropriate value in the text box says Mr. Someone.

 

 

 

 

Based on the Contract Type you select in the ''Setup'' tab, relevant attributes are displayed&nbsp;in the ''Validate'' pane. The information you type in this pane validates the Rule that you create.

'''Click''' ''Next''. The ''Summary'' tab opens.<br/> '''Summary'''

Verify the summary of the Rule, and then '''click''' ''Create''. The ''Rule created successfully'' message is displayed.<br/> The Rule is displayed&nbsp;in the Rule list of the specific Contract Type.

1.&nbsp;'''Click''' ''Configuration'''''&nbsp;'''on My Dashboard.&nbsp;

2.&nbsp;'''Click''' ''Rule''. The ''Rules'' page opens.

3.&nbsp;'''Click''' ''Create Rule''. The ''Create Rule'' page opens.

The Create Rule page consists of the following&nbsp;tabs:

1.&nbsp;'''Select''' the Contract Type for which you want to create a Rule from the ''Contract Type'' list.

&nbsp;2.&nbsp;'''Type''' a name of the Rule in the ''Rule Name'' box.&nbsp;It must be a unique name. Two Rules or Rulesets cannot have the same name.

&nbsp;3.&nbsp;'''Type''' a description for the Rule in the ''Rule Description'' box.

&nbsp;4.&nbsp;'''Select''' ''Template Selection'''''&nbsp;'''in the ''Rule Type'' list.

5.&nbsp;'''Click''' ''Next''&nbsp;to go to the&nbsp;''Build'' tab.

&nbsp;

<div class="image-green-border"><br/> The ''Build'' tab has the following tabs:</div>

*&nbsp;Builder&nbsp;: You can add a Rule here.

1.&nbsp;'''Click''' ''Add Rule''.

2. Under ''Conditions'', select from the following&nbsp;:

*''And'': All the conditions have to be fulfilled to satisfy the Rule.  

*''Or'': One of the conditions have to be fulfilled to satisfy the Rule.  

3. In the ''Select Value'' drop-down list next to the icon, select a condition. Based on the condition you have selected, select the subsequent effect in the next drop-down list. For example, you have selected ''Contract Type Name'', then you can select from ''Contains'', ''Equals'', ''Not Equals'', and ''Starts With''. Then, '''type''' the appropriate value in the text box say (name of the Contract Type).

4.&nbsp;'''Click'''&nbsp;the&nbsp;''Add&nbsp;''icon&nbsp;to add another condition.

5.&nbsp; '''Click '''the&nbsp;''Add Group'' icon to add a group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule.

6. Under ''Actions'', in the ''Select Action'' list, '''click''' ''Select Template'', and then '''click'''&nbsp;the Add icon&nbsp;to select appropriate Template. '''Click''' ''Select Template By Condition'' under ''Actions'' to select a Template based on certain metadata such as Created By, Created On, and Effective From.

The ''Stop Processing More Rules'' option within a Ruleset allows you to stop evaluating further Rules for the Ruleset, if you select ''Yes'' for this option.

<div class="image-green-border">[[File:Template Selection Rule 1.PNG|720px|RTENOTITLE]]&nbsp;</div>  

&nbsp;

<div class="note-box">Note:&nbsp;Once multiple Template Selection Rules are defined, ICM executes these Rules sequentially.</div>  

'''Click&nbsp;'''the ''Validate ''tab. Based on the Contract Type you select in the&nbsp;''Setup''&nbsp;tab, relevant attributes appear in this tab. You can type information that is relevant to the Rule(s) you just specified.

'''Click '''the ''Validate'' button to validate the Rule that you created. You can also&nbsp;see the preview of the selected Template and Template Variables values provided in the&nbsp;''Validation''&nbsp;tab.

<div class="image-green-border">[[File:Template Selection Rule Validate tab.PNG|720px|RTENOTITLE]]<br/> &nbsp;</div> <div class="image-green-border">'''Click''' ''Next''. The ''Summary'' tab opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Template Selection Rule summary tab.PNG|720px|RTENOTITLE]]</div>

Verify the summary of the Rule, and then '''click''' ''Create''. The ''Rule created successfully''&nbsp;message appears.<br/> The Rule appears in the list of Rules of the specific Contract Type.

1.&nbsp;'''Click''' ''Configuration&nbsp;''on My Dashboard'''. '''The&nbsp;''Configuration''&nbsp;page opens.

2.&nbsp;'''Click''' ''Rule''. The ''Rules'' page opens.

3.&nbsp;'''Click''' ''Create Rule''. The ''Create Rule'' page opens.

The ''Create Rule'' page consists of the following tabs:

*&nbsp;Setup  

*&nbsp;Build  

1.&nbsp;'''Select''' the Contract Type for which you want to create a Rule from&nbsp;the ''Contract Type'' list.

2.&nbsp;'''Type''' a name of the Rule in the ''Rule Name'' box.

3.&nbsp;'''Type'''&nbsp;a description for the Rule In the ''Rule Description'' box.

4.&nbsp;'''Select''' the ''Approval Rule'''''&nbsp;i'''n the ''Rule Type'' list. The ''Team Role'' field is displayed.

6.&nbsp;'''Click''' ''Next''. The ''Build'' tab appears.

 

*Builder: You can add a Rule here.

'''Builder'''<br/> Follow the procedure below to add a Rule:

1.&nbsp;'''Click''' ''Add Rule''.

2. Under ''Conditions'', select from the following:

*And: All the conditions have to fulfilled to satisfy the rule.

*Or: One of the conditions have to be fulfilled to satisfy the rule.

3. In the ''Select Value'' drop-down list next to the icon, select an attribute. Based on the attribute you have selected, select the appropriate value. For example, under ''Conditions'', you have selected ''Contract Type Name''. Now, you have to select from ''Contains'', ''Equals'', ''Not Equals'', and ''Starts With''. Then, type the appropriate value in the text box say MSA.

4.&nbsp;'''Click'''&nbsp;the Add icon to add another condition.

5.&nbsp;'''Click '''the'''&nbsp;'''''Add Group'''''icon to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the rule.'''

6. Under ''Actions'', in the ''Select Action'' list, select from the list of actions.

:For example, under ''Conditions'', if you select ''Created By Equals x User'', then under ''Actions'' you may select ''Require Approval From Any'', and then type the appropriate value.<br/> that is if the user x creates agreement using the selected contract type, then it will require approval from any of the selected approvers.  

8.&nbsp;'''Type''' the number of approvers required in the ''MinimumApprovers'' text box, and then '''type''' the appropriate ''Step Number'' for those approvers.

Based on the Contract Type you select in the ''Setup'' tab, relevant attributes appear in the ''Validate'' pane.<br/> The information you type in this pane validates the rule that you create.

'''Click''' ''Next''. The ''Summary'' tab appears.

 

 

Verify the summary of the Rule, and then '''click''' ''Create''. The ''Rule created successfully'' message appears.<br/> The Rule appears in the list of Rules of&nbsp;the specific Contract Type.

1.&nbsp;'''Click''' Configuration on My Dashboard. The ''Configuration'' page opens.

2.&nbsp;'''Click''' ''Rule''. The ''Rules'' page opens.

3.&nbsp;'''Click''' ''Create Rule''. The ''Create Rule'' page opens.

The ''Create Rule'' page consists of the following tabs:

*&nbsp;Build  

 

1.&nbsp;'''Select''' the Contract Type for which you want to create a rule from the ''Contract Type'' list.

2.&nbsp;'''Type''' a name of the rule in the ''Rule Name'' box.

3.&nbsp;'''Type''' a description for the rule in the ''Rule Description'' box.

4.&nbsp;'''Select''' Dynamic Attribute&nbsp;from&nbsp;the ''Rule Type'' list'''.'''

5.&nbsp;'''Click''' ''Next''. The ''Build'' tab appears.

 

*Builder&nbsp;: You can add a rule in this pane.  

*Validate&nbsp;: You can type the information that is used to validate the rule you create.  

'''Builder'''

1.&nbsp;'''Click''' ''Add Rule''.

2. Under ''Conditions'', select from the following:

:*And: All the conditions have to fulfilled to satisfy the rule.  

:*Or: One of the conditions have to be fulfilled to satisfy the rule. 

<ol start="3">

<li>In the ''Select Value'' drop-down list next to the icon, '''select''' an attribute. Based on the attribute you have selected, select the appropriate value. For example, under ''Conditions'', you have selected ''Created By'', you have to select from ''Equals'' and ''Not Equals''. Then '''type''' the appropriate value in the text box.</li>

<li>'''Click&nbsp;'''the Add icon to add another condition.</li>

b] '''Validate'''

Based on the Contract Type you select in the ''Setup'' tab, relevant attributes appear in the ''Validate'' pane.The information you type in this pane validates the rule that you create.

'''Click''' ''Next''. The ''Summary'' tab appears.

=== Summary ===

Verify the summary of the rule, and then '''click''' ''Create''. The ''Rule created successfully'' message appears.<br/> The rule appears in the rule list of the specific Contract Type.

1.&nbsp;'''Click''' ''Configuration'''''&nbsp;'''on My Dashboard . The ''Attributes'' page opens.

2.&nbsp;'''Click''' ''Rule''. The ''Rules'' page opens.

3.&nbsp;&nbsp;'''Click''' ''Create Rule''.

The ''Create Rule'' page opens which consists of the following&nbsp;tabs.

1.&nbsp;'''Select''' the Contract Type for which you want to create a rule from the ''Contract Type'' list.

2.&nbsp;'''Type''' a name of the rule in the ''Rule Name'' box.

3.&nbsp;'''Type'''&nbsp;a description for the rule in the ''Rule Description'' box.

4.&nbsp;'''Select''' ''Contract Type Selection'''''&nbsp;'''In the ''Rule Type'' list.

5.&nbsp;'''Click''' ''Next''. The ''Build'' tab opens.

 

<div class="image-green-border">[[File:Dynamic Association Rule.PNG|720px|RTENOTITLE]]<br/> &nbsp;</div>  

The Build tab has the following two panes:

*Builder: You can add a Rule in this pane.  

*Validate: You can type the information that is used to validate the Rule you create.  

'''Builder'''

1.&nbsp;'''Click''' ''Add Rule''.

2. Under ''Conditions'', select from the following:

*''And'': All the conditions have to fulfilled to satisfy the Rule.

*''Or'': One of the conditions have to be fulfilled to satisfy the Rule.  

3. In the ''Select Value'' drop-down list next to the icon, select an attribute. Based on the attribute you have selected, select the appropriate value. For example, you have selected ''Created By'' as an attribute, you have to select from ''Equals'' and ''Not Equals'', and then, '''type'''&nbsp;the appropriate value in the text box.

4.&nbsp;'''Click'''&nbsp;the Add icon&nbsp;to add another condition.

5.&nbsp;'''Click'''&nbsp;the ''Add Group'' icon&nbsp;to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule.

6.&nbsp;'''Click'''&nbsp;the icon&nbsp;next to ''Select Contract Type'' under ''Actions&nbsp;''to select the Contract Type that you want to be selected by default (while creating an Agreement&nbsp;from a Request) that is &nbsp;if a request is created by any user, then while creating an Agreement from the Request, the given Contract Type will be selected by default.

Based on the Contract Type you select in the ''Setup'' tab, relevant attributes appear in the ''Validate'' pane. The information you type in this pane validates the Rule that you create.

'''Click''' ''Next''. The ''Summary'' tab opens.

 

 

== Create an Event Rule ==

 

With ICM, you can define an Event Rule for a Contract Request, Agreement, and an Associated Document. The Event Rule helps you to setup a condition that triggers when that particular event occurs. You can define an Event Rule for an entity at different stages such as create, send&nbsp;for approval, approve, update, delegate, and so on.

1.&nbsp;'''Click''' ''Configuration''&nbsp;tile on My Dashboard. The ''Attributes'' page opens.

2.&nbsp;'''Click''' ''Rule''. The ''Rules'' page opens.

3.&nbsp;'''Click''' ''Create Rule''. The ''Create Rule'' page opens.

The create rule page consists of the following tabs:

 

=== Setup<br/> &nbsp; ===

2.&nbsp;'''Type''' a name of the Rule in the ''Rule Name'' box.

3.&nbsp;'''Type''' a description for the Rule in the ''Rule Description'' box.

4.&nbsp;'''Select''' the ''Event Rule&nbsp;''in the ''Rule Type'' list. The ''Event'' list appears'''.'''

5.&nbsp;'''Select''' an appropriate category in the Event list.

<div class="note-box">'''Note''': Types of&nbsp;''Events&nbsp;''that appear in the list vary according to the type of Entity you select in the&nbsp;''Contract Type list.&nbsp;''</div>  

6.&nbsp;'''Click''' ''Next''. The ''Build'' tab appears.

Under Build tab, you can add conditions of the rule as well as validations.<br/> &nbsp;

The ''Build'' tab has the following two panes:

*&nbsp;''Builder''&nbsp;: You can add a Rule in this pane.

*''Validate''&nbsp;: You can type the information that is used to validate the Rule you create.  

 

 

*And: All the conditions have to fulfilled to satisfy the Rule.  

3.&nbsp;'''Select''' an appropriate attribute value in the ''Select Value'' list. Based on your selection the value field is populated.

For example: In the ''Select Value'' list if you '''select''' ''Created By'', then you can select value as either ''Equals'' or ''Not Equals''. '''Click '''the&nbsp;Select User icon to add a new user.

&nbsp;4. '''Click '''the&nbsp;Add icon to add another condition.

5.&nbsp;'''Click '''the&nbsp;''Add Group'' icon to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule.

6. Under ''Actions'', in the ''Select Action'' list, select from following the list of actions.

 

<div class="note-box">'''Note''': When creating an Event rule for an Agreement, on selecting the&nbsp;''Agreement Add Association&nbsp;''event, the&nbsp;''Actions&nbsp;''field includes a&nbsp;''Copy Attribute Values&nbsp;''field. Using this field, you can copy the attribute value from an Associated Document to that Agreement attribute. Selecting the'''&nbsp;'''''Copy Attribute Values&nbsp;''field displays&nbsp;the&nbsp;''Associated Document Name, Parent Attribute Name,&nbsp;''and the ''Association Attribute Name&nbsp;''fields. '''Select''' the appropriate attributes.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Cav.jpeg|720px|RTENOTITLE]]</div>  

 

'''Select''' an appropriate user role from the ''User Role'' list, and then '''click'''&nbsp;the ''Add User''&nbsp;icon. The ''Select User''&nbsp;window opens.<br/> In the ''Select User'' window, '''select'''&nbsp;the relevant user, and then '''click''' ''Add''.

<div class="image-green-border">[[File:Select User.PNG|720px|RTENOTITLE]]<br/> &nbsp;</div>  

'''Click''' ''Set Values''. The ''Set Attribute Value'' dialogue box appears. In the ''Set Attribute Value'' dialogue box, you can set a specific attribute value for that event. For example, you can regulate an event for a specific organization unit by selecting an appropriate organization department. This ensures that only those department users will have access to the event.

In the ''Organization Unit'' box, '''click''' [[File:Zz.jpeg|RTENOTITLE]]. The ''Select Organization Unit'' window opens. '''Select''' a department and&nbsp;'''click''' ''OK''.

<div class="image-green-border">[[File:Create Rule - Event Rule - Set Attribute Value.png|720px|RTENOTITLE]]<br/> &nbsp;</div>  

'''Select''' User From Attribute condition is addition of users from the user attributes. For example, addition of approvers from the attribute ''Modified By''&nbsp;after the Agreement Created event occurs.

'''Select''' an appropriate user role from the ''User Role'' list, and then '''select '''an appropriate category in the ''UserTypeAttribute'' list.

=== Validate ===

Based on the Contract Type you select in the ''Setup'' tab, relevant attributes appear in the ''Validate'' pane.<br/> The information you type in this pane validates the rule that you create.

7.&nbsp;'''Click''' ''Next''. The ''Summary'' tab appears.

<div class="image-green-border">[[File:Create Rule - Event Rule - Summary.png|720px|RTENOTITLE]]<br/> &nbsp;</div>

8. Verify the summary of the Rule, and then '''click''' ''Update''. The ''Rule created successfully''&nbsp;message appears.

 

The Rule appears in the list of Rules for the specific Contract Type.

In the ICM, you can create various types of Rules for various Contract Types. Rules can only be created for published Contract Types.<br/> In the Contract Admin Rule, you can define a Contract Admin user through any of the user attributes of that Contract Request, by using the ''Select User From Attribute ''option. This provides more flexibility in identifying the Contract Admin user who creates Agreement based on the Contract Request.

1.&nbsp;'''Click'''&nbsp;''Configuration'''''&nbsp;'''on My Dashboard. The ''Configuration'' page opens.

2.&nbsp;'''Click''' ''Rule''. The ''Rules'' page opens.

3.&nbsp;'''Click''' ''Create Rule''. The ''Create Rule'' page opens.

The ''Create Rule'' page consists of following tabs:

<div class="image-green-border">'''Setup'''<br/> <br/> [[File:Setup tab.png|Create Contract Admin Rule]]</div>

2.&nbsp;'''Type''' a name of the rule in the ''Rule Name'' box.

3.&nbsp;'''Type''' a description for the rule in the ''Rule Description'' box.

4.&nbsp;&nbsp;'''Select''' ''Approval Rule'''''&nbsp;'''in the ''Rule Type'' list.

5.&nbsp;'''Select''' ''Contract Admin''&nbsp;in the ''Team Role'' list.

<div class="note-box">'''Note''': The type of rules that appear in the list vary according to the type of the Contract you select in the&nbsp;''Contract Type&nbsp;''list.&nbsp;</div>

6.&nbsp;'''Click''' ''Next''. The ''Build'' tab appears.

'''Build'''

<div class="image-green-border"><br/> [[File:Contract Admin Rule.PNG|720px|RTENOTITLE]]<br/> <br/> Build tab has the following&nbsp; panes:</div>  

*Builder: In this pane, you add a Rule.

*Validate: In this pane,you type the information that is used to validate the Rule you create.  

1.&nbsp;'''Click''' ''Add Rule''.

2. Under ''Conditions'', select from the following options:

*And: All the conditions have to fulfilled to satisfy the Rule.  

3. In the ''Select Value'' drop-down list next to the icon, select an attribute. Based on the attribute you have selected, select the appropriate value. For example, you have selected ''Created By'' as an attribute, you have to select from ''Equals'' and ''Not Equals''. Then, '''type''' the appropriate value in the text box.

6.&nbsp;'''Click'''&nbsp;the icon&nbsp;next to ''Select Contract Type'''''&nbsp;'''under ''Actions'' to select the contract type that you want to be selected by default (while creating an Agreement from Request).that is&nbsp; if a request is created by any user, then while creating an Agreement from the Request, the given Contract Type will be selected by default.

Based on the Contract Type you select in the ''Setup'' tab, relevant attributes appear in the ''Validate'' pane. The information you type in this pane validates the Rule that you create.

'''Click''' ''Next''. The ''Summary'' tab appears.

'''Summary'''

 

Verify the summary of the Rule, and then '''click''' ''Create''. The ''Rule created successfully'' message appears.<br/> The Rule appears in the list of Rules of the specific Contract Type.

'''Creating a Notification Rule'''

1.&nbsp;'''Click&nbsp;'''''Configuration ''on My Dashboard.&nbsp;The ''Configuration&nbsp;''page opens.

2.&nbsp;'''Click'''&nbsp;''Rule'' tile on&nbsp;''Configuration&nbsp;''page. The&nbsp;''Rule&nbsp;''page opens.&nbsp;

4.&nbsp;'''Enter''' the details in ''Setup'', ''Build'' and ''Summary'' tabs.

5.&nbsp;'''Select''' the ''Contract Type'' as Non Disclosure Agreement.

6.&nbsp;'''Enter''' the ''Rule Name'' as Notification Rule.

7.&nbsp;'''Enter''' the ''Rule Description''.

8.&nbsp;'''Select''' the ''Rule type'' as ''Notification Rule''.

9.&nbsp;'''Select''' the relevant ''Subscription'' or '''create''' the ''Subscription''.

10.&nbsp;'''Select''' the ''Build'' tab.

11.&nbsp;'''Select''' the ''Summary'' tab to view a preview of the Rule.

12.&nbsp;'''Click''' ''Create'' to save the Rule.

== Creating a Mandatory Association Rule ==

1.&nbsp;'''Click'''&nbsp;''Configuration&nbsp;''on&nbsp;My Dashboard'''.&nbsp;'''The&nbsp;''Configuration''&nbsp;page opens.

2.&nbsp;'''Click'''&nbsp;''Rule''. The&nbsp;''Rules''&nbsp;page opens.

3.&nbsp;'''Click'''&nbsp;''Create Rule''. The&nbsp;''Create Rule''&nbsp;page opens.

The&nbsp;''Create Rule''&nbsp;page consists of the following tabs:

*&nbsp;Setup  

*&nbsp;Build  

'''Setup'''

1.&nbsp;'''Select'''&nbsp;the Contract Type for which you want to create a rule from&nbsp;the&nbsp;''Contract Type''&nbsp;list.

2.&nbsp;'''Type'''&nbsp;a name of the rule in the&nbsp;''Rule Name''&nbsp;box.

3.&nbsp;'''Type'''&nbsp;a description for the rule In the&nbsp;''Rule Description''&nbsp;box.

4.&nbsp;'''Select'''&nbsp;''Mandatory Association'' from the ''Rule Type''&nbsp;list.

5.&nbsp;'''Click''' ''Next''. The ''Build'' tab appears.

'''Build'''&nbsp;

The&nbsp;''Build''&nbsp;tab has the following two panes:

*Builder: You can add a rule in this pane.

*Validate: You can type the information that is used to validate the rule you create.

'''Builder'''<br/> Follow the procedure below to add a rule:

1.&nbsp;'''Click'''&nbsp;''Add Rule''.

2. Under&nbsp;''Conditions'', select from the following:

*And: All the conditions have to fulfilled to satisfy the rule.  

*Or: One of the conditions have to be fulfilled to satisfy the rule.  

3. In the&nbsp;''Select Value''&nbsp;drop-down list next to, select an attribute. Based on the attribute you have selected, select the appropriate value. For example, under&nbsp;''Conditions'', you have selected&nbsp;''Contract Type Name as MSA''. Now define your condition. For&nbsp;example, if the selected MSA agreement, has an attribute Country and it's value India.

4. '''Click '''to&nbsp;add another condition.

5. '''Click '''to&nbsp;add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the rule.