COBBLESTONE SOFTWARE
Contract Insight — User Guide
Workflow Tasks Based on Contract Type
03. Admin User Manual › Workflow Management › Workflow Tasks Based on Contract Type
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
Contract Type is a common workflow condition in this environment — the naming convention "01. All Contract Types - Prepare for Review" through "04. All Contract Types - Send for Signature" signals a review chain meant to apply broadly, while other workflows scope themselves to one specific type by adding a Contract Type condition on the Conditions tab instead.
2. Key Elements
- A workflow named "All Contract Types" typically has no Contract Type condition, so it matches every type
- Add condition on the Conditions tab can instead target Contract Type to scope a workflow to just one or a few types
- Contract and Committal Fields' Contract Type dropdown (Fields tab, per record type) is the same underlying value these conditions read
- Tasks tab's Add task then defines what happens once a matching contract type record is found
3. Quick Reference Summary
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