COBBLESTONE SOFTWARE

Contract Insight — User Guide

Advanced Workflow Manager

03. Admin User Manual › Workflow Management › Advanced Workflow Manager

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Administration → Automation & Data → Workflows is the advanced manager for every rule that creates tasks and changes field values automatically — 692 workflows in this environment, filterable by RUNS ON record type and STATUS (All/On/Off/Runs on edit), each row showing its condition and task counts and expandable into five tabs: Overview, Conditions, Tasks, Alerts, and Settings.

2. Key Elements

Administration → Workflows lists every workflow grouped by the record type it RUNS ON — Contracts (258), Vendors/Customers (104), Contract Requests (91), and more
RUNS ON and STATUS filters, plus a Runs on edit checkbox and a free-text search, narrow the list
Expanding a workflow reveals Overview, Conditions, Tasks, Alerts, and Settings tabs for that one rule
Add workflow starts a new rule from scratch; Duplicate and Delete workflow (on the Settings tab) manage existing ones

3. Quick Reference Summary

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