COBBLESTONE SOFTWARE

Contract Insight — User Guide

Workflow Tasks Based on Department

03. Admin User Manual › Workflow Management › Workflow Tasks Based on Department

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

Department/Business Unit is available as a workflow condition the same way Status or Contract Type is — a workflow can be scoped to fire only for records tied to a particular department, useful for routing review or approval tasks to the right team automatically as records are created or edited within that department.

2. Key Elements

• Add condition on the Conditions tab can target Department/Business Unit to scope a workflow to one department's records
• This is the same field shown on a contract's own Details panel (Department/Business Unit) and used elsewhere for departmental reporting
• Combined with ASSIGNED TO "assigned by field," a department-scoped workflow can route its task straight to that department's own approver
• Department Approver, seen among this environment's workflow RUNS ON groups, is an example of a table built specifically around this kind of routing

3. Quick Reference Summary

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