COBBLESTONE SOFTWARE

Contract Insight — User Guide

Criteria Creation and Management

03. Admin User Manual › Workflow Management › Criteria Creation and Management

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

A workflow's Conditions tab defines which records it runs on — "a record has to match every condition listed." With no conditions added, the tab states plainly that it runs on every record of that type; Add condition and Add statistics condition build out field-based and aggregate-based criteria respectively.

2. Key Elements

• Conditions tab → "Which records this workflow runs on. A record has to match every condition listed."
• No conditions at all means the workflow runs on every record of its RUNS ON type
• Add condition adds a standard field-based rule; Add statistics condition adds one based on an aggregate/statistical value
• The Overview tab's ONLY WHEN line summarizes the current condition set in plain language

3. Quick Reference Summary

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