Create a Clause Assembly Rule[edit][edit]


= Create a Clause Assembly&nbsp;Rule[[http://int-wiki.cloudapp.net:96/ICMHelp7.8/index.php?title=Create_a_Template_Selection_Rule&action=edit&section=1 edit]] =

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:

#'''Click'''&nbsp;''Configuration'''''&nbsp;'''on&nbsp;[http://int-wiki.cloudapp.net:96/ICMHelp7.8/index.php?title=My_Dashboard My Dashboard].&nbsp; 
#'''Click'''&nbsp;''Rule''. The&nbsp;''Rules''&nbsp;page opens. 
#'''Click'''&nbsp;''Create Rule''. The&nbsp;''Create Rule''&nbsp;page opens. 

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

*Setup 
*Build 
*Summary 

=== '''1. Setup'''[[http://int-wiki.cloudapp.net:96/ICMHelp7.8/index.php?title=Create_a_Template_Selection_Rule&action=edit&section=2 edit]] ===

#&nbsp;'''Select'''&nbsp;the Contract Type for which you want to create a Rule from the&nbsp;''Contract Type''&nbsp;list. 
#&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. 
#&nbsp;'''Type'''&nbsp;a description for the Rule in the&nbsp;''Rule Description''&nbsp;box. 
#&nbsp;'''Select'''&nbsp;''Clause Assembly'''''&nbsp;'''in the&nbsp;''Rule Type''&nbsp;list. 
#&nbsp;'''Click'''&nbsp;''Next''&nbsp;to go to the&nbsp;''Build''&nbsp;tab. 

=== '''2. Build'''[[http://int-wiki.cloudapp.net:96/ICMHelp7.8/index.php?title=Create_a_Template_Selection_Rule&action=edit&section=3 edit]] ===

<br/> The&nbsp;''Build''&nbsp;tab has the following tabs:

*&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. 

&nbsp;

Builder

#'''Click'''&nbsp;''Add Rule''. 
#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. 
<ol start="3">
<li>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).</li>
<li>'''Click'''&nbsp;&nbsp;to add another condition.</li>
<li>'''Click'''&nbsp;&nbsp;to add a group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule.</li>
<li>Under&nbsp;''Actions'', in the&nbsp;''Select Action''&nbsp;list,&nbsp;'''click'''&nbsp;''Select Clause'', and then&nbsp;'''click'''&nbsp;&nbsp;to 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''.</li>
<li>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.</li>
</ol>