COBBLESTONE SOFTWARE

Contract Insight — User Guide

Field Update on Complete/Reject

03. Admin User Manual › Workflow Management › Field Update on Complete/Reject

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 Overview tab spells out its "AND ONCE ANSWERED" logic in plain language: for the example "01. All Contract Types - Prepare for Review" workflow, setting its task to Task Complete sets Status_ID to 165, setting it to Rejected sets Status_ID to 1, and setting it to a custom status like "CK Contract Status" sets Vendor_ID to 531 — each possible task answer can drive its own distinct field update.

2. Key Elements

• AND ONCE ANSWERED, on a workflow's Overview tab, lists every field update tied to a specific task answer
• Different answers can update different fields — Status_ID on complete/reject in the example, Vendor_ID on a custom status
• A field update here is what can trigger the next workflow in a chain, since other workflows can condition on that same field
• The Workflow Flow diagram color-codes these as green (field update, complete) and red (field update, reject) boxes branching off the task node

3. Quick Reference Summary

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