COBBLESTONE SOFTWARE
Contract Insight — User Guide
Workflow Tasks Based on Contract Status
03. Admin User Manual › Workflow Management › Workflow Tasks Based on Contract Status
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 can key off a contract's Status field the same way any other field is used in an ONLY WHEN rule — and the reverse is just as common in this environment's own workflows, where a task's answer sets Status_ID directly (as seen in Field Update on Complete/Reject), letting one workflow's outcome become the trigger for the next.
2. Key Elements
- Add condition on the Conditions tab can target the Status field to scope a workflow to records in a particular status
- Several workflows in this environment write to Status_ID when their task is answered, which can in turn satisfy another workflow's status-based condition
- This status-in, status-out pattern is how multi-step approval chains (Prepare for Review → Legal Review → Counterparty Review → Send for Signature) are built
- The Workflow Flow diagram visualizes exactly this: a task's WHEN TASK COMPLETE / WHEN REJECTED branches, each a field update on Status_ID
3. Quick Reference Summary
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