Rule[edit]


= Rule =

You can work with Rules in several ways.&nbsp;

== Create a Rule ==

You can create rules to create Requests or Agreements using the ''Rules'' tile.&nbsp;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&nbsp;administrative privileges can only create Rules from&nbsp;''Rule''&nbsp;tile.

Using Rules you can ensure that:

*&nbsp;The Agreements/Contracts contain appropriate data depending on the type 
*&nbsp;The Agreements/Contracts get executed as required 

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

To create a Rule:

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

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

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

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

*Setup 
*Build 
*Summary 

Let us understand each tab one by one.

=== Setup ===

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

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

*Approval Rule&nbsp;: To build a Rule that defines the conditions in which a specific user will be the approver for the Agreement. 

: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.

&nbsp;

=== Build ===

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

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

2. Under Conditions, '''select''' the appropriate condition:

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

:
:*Parent Contract Type 
:*Priority 
:*Priority Inheritance 
:*Simba Reference ID 
:*Status 
:*Status Changed Date 
:*Template Name 
:*Type Of Paper   

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

:
:*Contains 
:*Equals 
:*Not Equals 
:*Starts With 
:*Greater Than 
:*Greater Than or Equals 
:*Less Than 
:*Less Than or Equals 
:*Not Equals 
:*Subset Of: the Rule is satisfied where the user wants a Rule&nbsp;to be executed only if the entity field contains a subset of the configured values.&nbsp;This operator is applicable for multi select lookup&nbsp;that supports evaluation of string, number, user, percentage and email data types only.&nbsp;For better understanding, please refer to the subsequent&nbsp;section on Subset Of operator. 
:*Has No Value:&nbsp;the Rule is satisfied when no value is selected for the attribute. For example, if the ''Contract value'' is 0, then the Agreement is automatically put on hold (or cancelled). 
:*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.&nbsp; 
:*Not Contains:&nbsp;the Rule is satisfied when the value of an attribute is blank. For example, if the ''City'' value is blank, a Rule will be triggered, which will default the name of the city to the city of the head office.   

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.

:For example: 
:*Require Approval From All 
:*Require Approval From Any 
:*Select User From Attribute   

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|720px|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.

=== Has A Value Condition ===

The Has A Value condition has been enhanced to include all Data Types and system-defined Attributes such that Rules can be set up for an Attribute having any value.

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;'''Click '''the ''Configuration'' tile on the Dashboard. The ''Configuration'' page opens.&nbsp;
<div class="image-green-border">[[File:1.png|720px|RTENOTITLE]]</div> 
2.&nbsp;&nbsp;'''Click''' the '''Rule '''tile on the ''Configuration'' page. The ''Rules'' page opens.
<div class="image-green-border">[[File:2.PNG|720px|RTENOTITLE]]</div> 
3.&nbsp;&nbsp;'''Click '''the ''Create Rule'' tile on the ''Rules'' page. The ''Create Rule'' page opens.
<div class="image-green-border">[[File:3.PNG|300px|RTENOTITLE]]<br/> <br/> 4.&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;'''Enter '''a Rule name in the ''Rule Name'' field.&nbsp;<br/> 6.&nbsp;&nbsp;'''Enter '''a description for the Rule in the ''Rule Description'' box.<br/> 7.&nbsp;&nbsp;'''Select '''the type of the Rule from the ''Rule Type'' drop-down list. For example, ''Approval Rule''.<br/> 8.&nbsp;&nbsp;'''Select '''the role for team member from the ''Team Role'' drop-down list. For example, ''Approver''.<br/> &nbsp;</div> <div class="image-green-border">[[File:8-1.PNG|720px|RTENOTITLE]]</div> 
9.&nbsp;&nbsp;'''Click '''Next. The ''Builder'' tab of ''Create Rule'' page opens.
<div class="image-green-border">[[File:9.PNG|720px|RTENOTITLE]]<br/> <br/> 10.&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;'''Select '''the ''Has A Value'' condition from the next drop-down list. &nbsp;<br/> 12.&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;'''Select '''the User in the ''Select User'' field.<br/> 14.&nbsp;&nbsp;'''Select '''the corresponding ''Step Number'' of the selected User.<br/> 15.&nbsp;&nbsp;'''Click '''''Add Action'' to add another condition.<br/> 16.&nbsp;&nbsp;'''Select''' ''Yes ''or ''No ''in the ''Stop Processing More Rules'' drop-down list.<br/> &nbsp;</div> <div class="note-box">'''Note:''' The ''Stop Processing More Rules'' option when set to ''Yes ''allows you to stop evaluating further Rules for the Ruleset.</div> 
17.&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;'''Click '''the ''Validate ''button to validate the Rule you created. The ''Rule Validation Summary'' window opens.
<div class="image-green-border">[[File:18-1.PNG|560px|RTENOTITLE]]<br/> &nbsp;</div> <div class="image-green-border">[[File:18-2.PNG|320px|RTENOTITLE]]<br/> &nbsp;</div> 
&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;'''Click '''the ''Configuration'' tile on the Dashboard. The ''Configuration'' page opens.&nbsp;
<div class="image-green-border">[[File:1-po.PNG|720px|RTENOTITLE]]<br/> <br/> 2.&nbsp;&nbsp;'''Click '''the ''Rule ''tile on the ''Configuration ''page. The ''Rules ''page opens.<br/> &nbsp;</div> <div class="image-green-border">[[File:2-po.PNG|720px|RTENOTITLE]]<br/> <br/> 3.&nbsp;&nbsp;'''Click '''the ''Create Rule'' tile on the ''Rules ''page. The&nbsp;''Create Rule'' page opens.<br/> &nbsp;</div> <div class="image-green-border">[[File:3-po.PNG|300px|RTENOTITLE]]<br/> <br/> 4.&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;'''Enter '''a Rule name in the ''Rule Name'' field.&nbsp;<br/> 6.&nbsp;&nbsp;'''Enter '''a description for the Rule in the ''Rule Description'' box.<br/> 7.&nbsp;&nbsp;'''Select '''the type of the Rule from the ''Rule Type'' drop-down list. For example, ''Template Selection''.<br/> &nbsp;</div> <div class="image-green-border">[[File:7-po.PNG|720px|7-po.PNG]]<br/> <br/> 8.&nbsp;&nbsp;'''Click&nbsp;'''''Next''.'''&nbsp;'''The&nbsp;''Create Rule ''page''&nbsp;''opens''.''<br/> 9.''&nbsp;&nbsp;'''''Click '''''Add Rule'' in the ''Builder ''tab.</div> 
*'''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''. 
*'''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; 
<div class="note-box">'''Note: '''The ''Subset Of'' operator is available only for the Multi Select Lookup Attribute.</div> 
10.&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;'''Select '''the Template to be available when the defined conditions are met. For example, ''Template approval verification'' and ''Clause assembly verification perf''.&nbsp;
<div class="image-green-border">[[File:11-po.PNG|720px|11-po.PNG]]<br/> <br/> 12.&nbsp;&nbsp;'''Select''' ''Yes'' or ''No'' in the ''Stop Processing More Rules'' drop-down list.</div> <div class="note-box">'''Note:''' The ''Stop Processing More Rules'' option when setting to ''Yes'' allows you to stop evaluating further Rules for the Ruleset.&nbsp;</div> 
13.&nbsp;&nbsp;'''Click '''the ''Validate'' tab to validate the Rule.&nbsp;<br/> 14.&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;'''Click '''the ''Validate'' to validate the Rule you created. The ''Rule Validation Summary'' window opens.
<div class="image-green-border">[[File:15-po.PNG|720px|15-po.PNG]]<br/> <br/> 16.&nbsp; The ''Rule Validation Summary'' window displays the Templates that met the defined Rule.<br/> &nbsp;</div> <div class="image-green-border">[[File:16-po.PNG|720px|16-po.PNG]]<br/> <br/> 17.&nbsp;&nbsp;'''Click '''''Next''. The ''Summary'' tab opens.<br/> 18.&nbsp;&nbsp;'''Click''' ''Create'' to create the Rule.&nbsp;<br/> &nbsp;</div> 
=== Summary ===

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.
<div class="note-box">'''Note''': For mutually exclusive rules, you now have an option to stop processing subsequent rules.</div> 
=== Creating Count Based Rules ===

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> 
== Using Masterdata Value options in Rules Actions ==

You can define Rules&nbsp;based on the Masterdata in the following ways:

*You can define Rules on Masterdata columns when lookup to the Masterdata is added as an Agreement Attribute. You can configure the list of Lookup and/or Cascade Attributes as conditions for Agreement or Contract Request Contract Types Rules, thus improving flexibility in Rules. For example, you may have a supplier Masterdata being referred in MSA Agreement Type via Supplier Country Name lookup. But, there may be scenarios where Rules are required to be configured on basis of Supplier City Name and is not available as an Attribute in the Agreement, which is now made possible. 
*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> 
=== Create Rules for Multi-party Agreements ===

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.

However, if the attribute belongs to an Association, the following additional filter Conditions are available for all the Rules:

*''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> 
For a multi-division Agreement, you can write&nbsp;Rules based on individual instances of the multi-value attributes.

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> 
If you have more than two Associations, the values of the attributes are irrelevant. The count of the Association takes precedence.

&nbsp;

== Changes in Document Assembly&nbsp;will replace tags with Metadata value ==

When Rules are written based on the Attributes of the Association, the Rules support tagging of the Metadata that belongs to the Association. The Associations may either be parent-child or peer. After the content control tag is entered, the value of the associated instances’ metadata is placed in the content control as shown in the example below.

'''Example:'''

1. The saved search for the Agreement is sorted based on the Agreement Code.

2. After the content control tag is entered, the value of the associated instances metadata is placed in the content control.

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.

&nbsp;
<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> 
&nbsp;

== View or Edit a Rule ==

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

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

2. '''Click&nbsp;'''''<i>Rule</i>. ''The&nbsp;''Rules&nbsp;''page opens.

3.&nbsp;'''Select''' the appropriate Contract Type from&nbsp;the ''Select Contract Type''&nbsp;drop-down.&nbsp;A list of Rules that are created for the selected Contract Type is displayed. You can use the filters provided in each column to find the desired 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> 
Choose one of the following icons:

*Activate/Deactivate icon''': '''To&nbsp;activate or deactivate a&nbsp;Rule. The Rule will no more be applicable to the associated Contract Type. 
*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. 
*Lock Rule: This icon indicates that the Ruleset is available for editing.&nbsp;'''Click '''to lock a Rule or a Ruleset, so that other users can not edit the Rule until you unlock it.&nbsp; 
*Unlock Rule: This icon indicates that the Ruleset is locked.&nbsp;When a user hovers over the icon the name of the user who has locked the Rule is displayed. 
<div class="image-green-border">[[File:Edit rule page.png|720px|RTENOTITLE]]</div> 
== Create a Contract Type Selection Rule ==

When you are creating an Agreement from a Contract Request, the Contract Type Selection rule defines which Contract Type should be selected'''.'''

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

To create a Contract Type Selection Rule:

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:

*Setup 
*Build 
*Summary 

Let us understand each tab one by one.

&nbsp;

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

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

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

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

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

&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.

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

5.&nbsp;'''Click '''the'''&nbsp;'''''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.

'''Click '''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 a contract/agreement from request),&nbsp;that is if a request is Created By Mr. Someone, then while creating a Contract/Agreement from the request, the given Contract Type will be selected by default.

'''Validate'''

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.

== Create a Template Selection Rule ==

You can select Templates to use them in the agreement creation process. Using Template Selection Rules, you can specify which Templates should appear under specific conditions. The Templates appear in the&nbsp;''Templates''&nbsp;tab in the Agreement Creation process.

You can&nbsp;create multiple sets of Template Selection Rules allowing you to manage similar Rules with ease.

To create a Template Selection Rule:

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:

*Setup 
*Build 
*Summary 

=== Setup ===

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;

=== '''&nbsp;'''Build ===
<div class="image-green-border"><br/> The ''Build'' tab has the following tabs:</div> 
*&nbsp;Builder&nbsp;: You can add a Rule here. 
*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&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> 
Validate

'''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> 
=== Summary ===

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.

== Creating an Approval Rule ==

In the Approval Rule, you can define conditions in which a certain user will be the Approver of an Agreement.<br/> You can create the Approval Rule for:

*Agreements 
*Clauses 
*Templates 

To create an Approval Rule:

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 
*&nbsp;Summary 

=== Setup ===

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.

5. '''Select''' the appropriate role of an approver from the following list of roles:

:
::
::*Approver 
::*Deviation Approver 
::*External Signatory 
::*Internal Signatory 
::*Reviewer     
<div class="note-box">'''Note''': Types of rules that appear in the list vary according to the selected Contract Type.&nbsp;</div> 
6.&nbsp;'''Click''' ''Next''. The ''Build'' tab appears.

&nbsp;

=== Build ===
<div class="image-green-border">[[File:Approver rule.PNG|720px|RTENOTITLE]]</div> 
The ''Build'' tab has the following two tabs:

*Builder: You can add a Rule here. 
*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''' ''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.

&nbsp; &nbsp; &nbsp; &nbsp; For example:

*Require Approval From All 
*Require Approval From Any&nbsp; 
*Require Approval From All By Condition 
*Require Approval From Any By Condition 
*Select User From Attribute 

7.&nbsp;'''Select''' actions consequent to the conditions you have set, and then type 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 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.

The Agreement approval process flows sequentially according to the ''Step Number'' of the approver.

b] 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.

'''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&nbsp;the specific Contract Type.

== Create a Dynamic Attribute Rule ==

In the Dynamic Attribute rule, you can define conditions in which a certain attribute appears while creating an Agreement.

To create a dynamic attribute rule:

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:

*Setup 
*&nbsp;Build 
*&nbsp;Summary 

Let us understand each tab one by one.

=== Setup ===

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'''.'''
<div class="note-box">'''Note''':&nbsp;The types of rules that appear 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 appears.

&nbsp;

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

*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>
<li>'''Click '''the ''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.'''</li>
<li>Under ''Actions'', '''click''' in the box next to ''Select Attribute'' to select attribute/s that you want to be selected by default (while creating a request/contract/agreement).that is if Mr. Someone is creating a request/contract/agreement, then A, B, C attributes should be displayed in ICM.</li>
</ol>

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.

== Create a Dynamic Association Rule ==

The Dynamic Association Rule enables you to associate supporting documents for a particular Contract Type.

To create a dynamic association rule:

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.

*Setup 
*Build 
*Summary 

Let us understand each tab one by one.

=== Setup ===

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.
<div class="note-box">'''Note''': The types 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> 
5.&nbsp;'''Click''' ''Next''. The ''Build'' tab opens.

&nbsp;

=== Build ===
<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.

'''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 opens.

=== Summary ===

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

== 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.

An administrator can now:&nbsp;

*Create multiple rulesets for event rules for any entity per event 
*Copy event rules to target entity. However, a new rule is created for the target entity and it does not override the existing one, if any. The name of the ruleset remains unique throughout the system 

For example,&nbsp;you can create multiple rulesets for event rules for any entity as displayed in the image below.
<div class="image-green-border">[[File:MultipleEventRule-7.10.png|RTENOTITLE]]</div> 
When multiple Event rules are defined, ICM ensures all event rules are executed. The ''Stop Processing More Rules ''option when selected as ''Yes ''allows users to stop evaluating the rules within the ruleset.

To create an Event Rule:

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 
*Build 
*Summary 

&nbsp;

=== Setup<br/> &nbsp; ===
<div class="image-green-border">[[File:Create Rule - Event Rule - Setup.png|720px|Create an Event Rule]]<br/> &nbsp;</div> 
1.&nbsp;'''Select''' the Contract Type for which you want to create a rule in 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''' 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.

=== Build ===

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. 

=== 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.&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.

For example:

*Add to Team 
*Set Attribute Value 
*Select User From Attribute 
<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> 
=== Add to Team ===

Add to Team condition is addition of&nbsp;users to a team after the particular event occurs. For example, addition of approvers after the Agreement Created event occurs.

'''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> 
'''Set Attribute Value'''

Set Attribute Value condition is setting an attribute value that appears after the particular event occurs.

'''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'''

'''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.

=== Summary<br/> &nbsp; ===
<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.

== Create a Contract Admin Rule ==

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.

To create a Contract Admin Rule:

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:

*Setup 
*Build 
*Summary 

Let us understand each tab one by one.
<div class="image-green-border">'''Setup'''<br/> <br/> [[File:Setup tab.png|Create Contract Admin Rule]]</div> 
1.&nbsp;'''Select''' the Contract Type for which you want to create a rule in 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;&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. 

'''Builder'''

To add a Rule,

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

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

*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''. Then, '''type''' 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'''''&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.

'''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 list of Rules of the specific Contract Type.

== Create a Notification Rule ==

Notifications are sent to the users added in a Team. However, they may sometimes be sent to users&nbsp;who are not a part of the conventional team. To do this, a Rule must be created and to do so, a subscription must be added.

'''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;

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

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.

*'''Click''' ''Add Rule'' button to add conditions and actions. 
*Enter the appropriate Condition using ''And'' as well as ''Or'' conditions. 
*Use ''Add Condition'' button to add one or multiple conditions. Use ''Add Group'' button to add one or multiple groups. 
*Enter the appropriate ''Actions''. You can select the recipient(s) for the selected action. 
*'''Select''' the ''Validate'' tab to validate the Rule. 
<div class="image-green-border">[[File:Notification rule 2.png|720px|RTENOTITLE]]</div> 
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 ==

In a mandatory Association rule, you can define certain conditions to evaluate whether any associations are mandatory for an agreement.

To create a Mandatory Associations 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 
*&nbsp;Summary 

Let us understand each tab one by one.

'''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.

6'''.&nbsp;'''Under&nbsp;''Actions'', in the&nbsp;''Select Action''&nbsp;list, select from the list of actions.&nbsp;Select&nbsp;actions consequent to the conditions you have set, and then type their value. For example, then select&nbsp;Association as MSA peer.
<div class="image-green-border">[[File:Rule Mandatory association rule 7.8.PNG|720px|RTENOTITLE]]</div> 
Validate

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

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

'''Summary'''

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

== Create a Clause Assembly&nbsp;Rule ==

The Agreement Templates use&nbsp;Clauses. Clauses can be manually added to the Agreement Template or a Clause Assembly Rule can be created to add all the relevant clauses to the Templates.

You can create multiple sets of Clause Assembly Rules allowing you to manage similar Rules with ease.

To create a Clause Assembly Rule:

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

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

*Setup 
*Build 
*Summary 

'''Setup'''

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

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

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

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

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

'''Build'''

The&nbsp;''Build''&nbsp;tab has the following tabs:

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

'''Builder'''

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

2. Under&nbsp;''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&nbsp;''Select Value''&nbsp;drop-down list next to&nbsp;, 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&nbsp;''Contract Type Name'', then you can select from&nbsp;''Contains'',&nbsp;''Equals'',&nbsp;''Not Equals'', and&nbsp;''Starts With''. Then,&nbsp;'''type'''&nbsp;the appropriate value in the text box say (name of the Contract Type).

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

5. '''Click '''to&nbsp;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&nbsp;''Actions'', in the&nbsp;''Select Action''&nbsp;list,&nbsp;'''click'''&nbsp;''Select Clause'', and then '''click '''to&nbsp;select appropriate clause.&nbsp;For example, for the selected Contract type, if the Annual Revenue Equals 300000, then (this is the condition) the Action is Select the ''Deviation Analysis Clause''.

7. The&nbsp;''Stop Processing More Rules''&nbsp;option within a Ruleset allows you to stop evaluating further Rules for the Ruleset, if you select&nbsp;''Yes''&nbsp;for this option.
<div class="image-green-border">[[File:Clause Assembly rule 2.PNG|720px|RTENOTITLE]]&nbsp;</div> 
&nbsp;
<div class="note-box">'''Note''':&nbsp;Once multiple Template Selection Rules are defined, ICM executes these Rules sequentially.&nbsp;</div> 
'''Validate'''

'''Click''' 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, validate the Rule that you created. For example, find the Attribute (Annual Revenue, in this case) that you had entered in the Rule ''Builder'', insert the same value there (30000).
<div class="image-green-border">[[File:Clause Assembly Rule Validate tab.png|720px|RTENOTITLE]]</div> 
The system evaluates the Rule and displays the ''Rule Validation&nbsp;Summary''.&nbsp;'''Click'''&nbsp;''Next''. The&nbsp;''Summary''&nbsp;tab opens.
<div class="image-green-border">[[File:Clause assembly rule summary tab.png|450px|RTENOTITLE]]</div> 
'''Summary'''

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

== Create an Extension Selection Rule ==

Users have the flexibility to use attributes of masterdata as extensions to any agreement or associated document. These extended attributes can be selected and added when user is actually creating the instance. This considerably improves usability and simplifies the process for users who deal with hundreds of items and need to have multiple configurations.<br/> <br/> Users now:

*Can create rules to attach masterdata attributes (single or multiple) to your associated documents and agreements based on certain conditions 
*Have flexibility to select (add or remove) and use any masterdata attributes as extensions at the time of agreements/associated documents creation 




=== Configuring Extension Rules for Agreements and Associated Documents ===

Users need to create an ''Extension Selection Rule'' Type on Contract Types.<br/> <br/> To create ''Extension Selection'' Rule Type for Agreements and Associated Documents:<br/> <br/> 1. '''Click '''the ''Configuration ''tile on the Dashboard. The ''Configuration ''menu opens.<br/> 2. '''Click''' the ''Rule ''menu. The ''Rule ''menu opens.<br/> 3. '''Click''' the ''Create Rule'' menu.&nbsp;<br/> 4. '''Select''' the ''Contract Type''. For example, ''Quotation ''for Agreement and''Quotation Line Item'' for Associated Document.<br/> 5. '''Enter''' a name in the ''Rule Name'' field.<br/> 6. '''Enter''' a description in the ''Rule Description'' field.<br/> 7. '''Select''' ''Extension Selection'' in the ''Rule Type'' drop-down list.&nbsp;
<div class="image-green-border">[[File:7.11 Flexible Super Set - 1.png|720px|7.11 Flexible Super Set - 1.png]]<br/> &nbsp;<br/> 8. '''Click '''''Next''. The ''Create Rule'' window opens.<br/> 9. '''Click''' ''Add Rule''.&nbsp;<br/> 10. '''Select''' the ''Category ''from the ''Select Value'' drop-down list.<br/> 11. '''Select''' the ''Equals ''condition from the next drop-down list. &nbsp;<br/> 12. '''Select''' the ''other ''from the next drop-down list.<br/> &nbsp;</div> <div class="note-box">'''Note''': The ''Extension Selection'' Rule Type has two actions<br/> *&nbsp;''Select Extension Contract Types'': all attributes of selected Masterdata Contract Types are available when creating an agreement/associated document. * ''Select Extension Attributes'': selected attributes of the Masterdata Contract Types are available when creating an agreement/associated document.&nbsp;* Select Extension Attribute Groups: selected attributes group of the Masterdata Contract Types are available when creating an agreement/associated document.</div> <div class="image-green-border"><br/> 13. '''Select''' the action ''Select Extension Contract'' types from the drop-down list.&nbsp;<br/> 14. '''Click''' the plus icon to add the attributes of all contract type. For example, PurchaseMaster.<br/> <br/> [[File:7.11 Flexible Super Set - 2.png|720px|7.11 Flexible Super Set - 2.png]]<br/> &nbsp;<br/> Let us create a second rule for Select Extension Attributes,&nbsp;Select Extension Attribute Groups and Select Extension Contract Type.&nbsp;<br/> <br/> 15. '''Click''' ''Add Rule''.&nbsp;<br/> 16. '''Select''' the ''Category ''from the ''Select Value'' drop-down list.<br/> 17. '''Select '''the ''Equals ''condition from the next drop-down list. &nbsp;<br/> 18. '''Select '''the ''Food ''from the next drop-down list.<br/> 19. '''Select '''the action ''Select Extension Contract types'' from the drop-down list.&nbsp;<br/> 20. '''Click '''the plus icon to add all attributes of the contract type. For example, ''PurchaseMaster''.<br/> 21. '''Click '''''Add Action''.<br/> 22. '''Select '''the action ''Select Extension Attributes'' from the drop-down list.<br/> 23. '''Click '''the plus icon to add attributes of the contract type. For example, ''FoodPurchaseMaster''.<br/> 24. '''Select '''the ''Attributes ''in the next field. For example, ''Food Category'', ''Expiry Date'', and ''Quantity''.</div> <div class="image-green-border">25. '''Click '''''Add Action''.<br/> 26. '''Select '''the action ''Select Extension Attribute Groups'' from the drop-down list.<br/> 27. '''Click '''the plus icon to add attributes groups of the contract type. For example, ''FoodMaster''.<br/> &nbsp;</div> <div class="image-green-border">[[File:7.12 Extension Attributes 21.png|720px|7.12 Extension Attributes 21.png]]<br/> &nbsp;<br/> 25. '''Click '''''Next''. The ''Summary ''tab opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.12 Extension Attributes 22.png|720px]]<br/> &nbsp;<br/> 26. '''Click '''''Create''. The ''Information ''window opens indicating that the rule created successfully.&nbsp;<br/> 27. '''Click '''''Ok''.<br/> <br/> Similarly, we can create an ''Extension Selection'' Rule for ''Quotation ''Agreement.&nbsp;<br/> &nbsp;</div> <div class="image-green-border">[[File:7.12 Extension Attributes 26.png|720px]]</div> 
We have created an ''Extension Selection'' Rule Type using the attributes of ''PurchaseMaster, Food Master&nbsp;''and ''FoodPurchaseMaster ''Masterdata Contract Types.

For more information, see ''Creating Agreement and Associated Document instances with&nbsp;flexible entity attributes''&nbsp;<br/> &nbsp;

'''Related Topics: '''[[Agreement_Management|Agreement Management]]&nbsp;'''|&nbsp;'''&nbsp;[[Configuration|Configuration]]&nbsp;|&nbsp;[[Template_Management|Template Management]]&nbsp;|&nbsp;[[Clause_Management|Clause Management]]&nbsp;|&nbsp;