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. 
<div class="image-green-border">[[File:7.12 Bulk Approval 1.png|720px|7.12 Bulk Approval 1.png]]</div> 
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.'' 
<div class="image-green-border">[[File:7.12 Bulk Approval 2.png|720px|7.12 Bulk Approval 2.png]]</div> 
&nbsp; &nbsp; &nbsp; 3. '''Click '''''Next''. The ''Attributes ''page opens.
<div class="image-green-border">[[File:7.12 Bulk Approval 3.png|720px|7.12 Bulk Approval 3.png]]</div> 
&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''.
<div class="image-green-border">[[File:7.12 Bulk Approval 4.png|720px|7.12 Bulk Approval 4.png]]</div> 
The window for entering the batch name for bulk creation opens.&nbsp;

&nbsp; &nbsp; &nbsp; 9. '''Enter '''a batch name and '''click '''''Ok''.&nbsp;
<div class="image-green-border">[[File:7.12 Bulk Approval 5.png|720px|7.12 Bulk Approval 5.png]]</div> 
''The Batch created successfully'' message is displayed 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 the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk agreements with that batch&nbsp; name opens.
<div class="image-green-border">[[File:7.12 Bulk Approval 6.png|720px|7.12 Bulk Approval 6.png]]</div> 
&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.
<div class="image-green-border">[[File:7.12 Bulk Approval 7.png|720px|7.12 Bulk Approval 7.png]]</div> 
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''.

== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement.&nbsp;

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules. 
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same. 
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div> 
=== 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. 
#'''Toggle''' ''Enable Template ReEvaluation ''to ''Yes''. 
#'''Click '''''Update''. The masterdata is&nbsp;updated. 
<div class="image-green-border">[[File:7.12 Bulk Approval 8.png|720px|7.12 Bulk Approval 8.png]]</div> 
=== 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''. 
<div class="image-green-border">[[File:7.12 Bulk Approval 2.png|720px|7.12 Bulk Approval 2.png]]</div> 
&nbsp; &nbsp; &nbsp; 3. '''Click '''''Next''. The ''Attributes ''page opens.
<div class="image-green-border">[[File:7.12 Bulk Approval 3.png|720px|7.12 Bulk Approval 3.png]]</div> 
&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 ''Select Template ''page opens.<br/> &nbsp; &nbsp; &nbsp; 6. '''Select '''the ''Template''. For example, ''AB model agreement template''.
<div class="image-green-border">[[File:7.12 Bulk Approval 11.0.png|720px|7.12 Bulk Approval 11.0.png]]</div> 
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;7. '''Click '''''Next''.<br/> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;8. '''Click '''''Create and Publish''. The model agreement is created with the selected template.<br/> &nbsp; &nbsp; &nbsp; 9. '''Click '''''Preview ''on the left navigation panel. The model agreement preview opens.
<div class="image-green-border">[[File:7.12 Bulk Approval 12.png|720px|7.12 Bulk Approval 12.png]]</div> 
&nbsp; &nbsp; &nbsp; 10. '''Close '''the ''Preview''. The Agreement ''Details ''page opens again.<br/> &nbsp; &nbsp; &nbsp; 11. '''Click '''''Generate Bulk Contracts''.&nbsp;
<div class="image-green-border">[[File:7.12 Bulk Approval 4.png|720px|7.12 Bulk Approval 4.png]]</div> 
The window opens for entering the batch name for bulk creation.<br/> &nbsp; &nbsp; &nbsp; 12. '''Enter '''abatch name and '''click '''''Ok''.&nbsp;
<div class="image-green-border">[[File:7.12 Bulk Approval 5.png|720px|7.12 Bulk Approval 5.png]]</div> 
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules.&nbsp;

To view bulk created agreements:

#'''Click '''on ''Agreement Management'' > ''Agreements'' on ''Dashboard''. The ''Agreements ''index page opens. 
#'''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk created agreements with that batch name opens. 
<div class="image-green-border">[[File:7.12 Bulk Approval 6.png|720px|7.12 Bulk Approval 6.png]]</div> 
&nbsp; &nbsp; &nbsp; 3. '''Click '''''View ''icon next to one of the agreement. The ''Agreement Details ''page opens.<br/> &nbsp; &nbsp; &nbsp; 4. '''Click '''''Preview ''in left navigation pane. The agreement preview opens.
<div class="image-green-border">[[File:7.12 Bulk Approval 14.png|720px|7.12 Bulk Approval 14.png]]</div> 
Here, the template of bulk agreement is different than the template of model agreement as the ''Enable Template ReEvaluation'' is set to ''Yes ''in bulk configuration masterdata and the ''Template Selection ''rule re-evaluated and assigned different template for bulk agreement creation.

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'''Related Topics:&nbsp;'''[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements_Page|Agreements_Page]]&nbsp;|