Understanding Workflows
Contract Logix provides automation tools for contract lifecycle management for accounts which have purchased them. In short, Workflows are a series of actions accomplishing one or more steps, most automated, in a contract business process.
NOTE: Workflows are a feature available in accounts which have paid for them.
Follow the steps below to create a Workflow:
1. From the homepage, click 
to access the Application Settings, then select 
from the Settings menu.
2. Click 
.
3. Fill out the Workflow Metadata fields.
Enter a Workflow Name.
Select a Workflow Category. TIP: to create a new workflow category, go to and add to the Workflow Types list.
Select the Object Type to which the workflow will be associated. Choices are: Contact, Contract, Organization, Assignment, Document or Request. IMPORTANT: Any email templates you use as part of the workflow must be associated with the same Object Type as you select here.
Enter a description of what the workflow does.
Select a status for the workflow. NOTE: Only "Active" workflows can be selected and/or triggered.
Set who can access (trigger) this workflow. Option 1: Only certain users. Set the Organizational Ownership by clicking the edit icon and select one or more Organizations. The level(s) you choose will allow access by users in the selected levels and above. Option 2: Anyone. Set “Allow All Users to Trigger this Workflow” to the ON position.
Set the Task Completion Notes Required toggle to ‘On’ or ‘Off’. This determines the default for the Completion Notes Required setting for all task, approval and decision steps added to this specific Workflow. You will still be able to control this setting for each task, approval and decision step added.
4. Click 
.
5. Use the graphical Workflow Designer to add steps to the designer canvas. See the Help topic, Workflow Actions, for details of each action.
The first step is added for you and is labeled Start. This defines what starts, or triggers, the workflow. To trigger manually, leave the Description (always) as is. To trigger automatically, click on the step and define a rule (condition) for triggering the workflow, then click . See How to Trigger a Workflow for details.
To add more steps, choose an action from the Workflow Steps and Actions list at the right and click to select it. A pop-up will open into which you will enter the criteria for that step. Each workflow action has different criteria. See Workflow Actions for details about each action type. After entering the criteria, click
to add the step to the workflow.To insert a step between two existing steps, hover over the + until the cursor changes to a hand icon and click. In the pop-up, select the type of action you want to insert and then fill out the criteria for that step.
Make sure to add an END action to every workflow or workflow branch.
To zoom in or out on a particular step use the scroll wheel on your mouse.
To move the entire workflow around the canvas, click and drag on the canvas behind the steps. Individual steps cannot be dragged.
To switch between Vertical and Horizonal Layouts, use the Horizontal Layout toggle.
6. When you are finished designing, click 
.
Copying a Workflow
Another way to create a new workflow is to copy an existing one.
Open the workflow you wish to copy and click 
.
A new workflow is opened with the original name and “-Copy” appended.
Change the name and make any other modifications as needed, then click
.
NOTE: If the Workflow Status of the original was Active, the copy will have a Workflow Status of Inactive. You must change this manually.