COBBLESTONE SOFTWARE

Contract Insight — User Guide

On-Screen Validation Message

03. Admin User Manual › Workflow Management › On-Screen Validation Message

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 single workflow's Alerts tab is where a plain on-screen notice is defined: "Notices shown on any record this workflow currently matches — a heads-up on the record itself, rather than a task somebody has to action." With none configured, the tab states "No alerts. This workflow shows nothing on the records it matches," and Add alert is what creates one.

2. Key Elements

• Workflow → Alerts tab defines notices shown directly on a matching record, with no task or action attached
• "No alerts" is the tab's own wording when a workflow has none configured
• Add alert creates a new on-screen notice tied to that workflow's conditions
• Unlike a task, an alert doesn't need to be answered — it simply appears while the record matches

3. Quick Reference Summary

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