CLM Implicit Interactive Activity
Use the CLM Implicit Interactive Activity to add interactive steps to your contract workflow. This is a CLM product–specific workflow activity provided out of the box. The activity pauses workflow execution until a user takes action. It supports assignee configuration, notes, and entry criteria, enabling guided contract lifecycle processes with multiple outcomes.This activity allows you to:
- Assign the review task to Users, User Groups, or Team Roles.
- Provide Notes for guidance.
- Define Entry Criteria to control when the activity executes.
Group: Contracts
Nature: Blocking
Execution Flow
- When triggered, the workflow enters InProgress state.
- Assignees receive notifications (email).
- Users see runtime actions on the contract in CLM Application, such as Mark Complete, Override, or other configured actions based on business needs.
Workflow resumes based on the user selected action:
- Override - Skips the validation.
- Custom actions - Enforce validation. If validation fails, the system logs the error in the workflow journal.
Activity information and entry criteria
Field | Description |
|---|---|
Details | |
Display Name | Enter the name of the activity. |
Reference Name | Enter the technical name of the activity. If left blank, the system automatically generates it based on the value in the Display Name field. The generated name removes special characters, eliminates spaces, avoids consecutive underscores, and joins words with a single underscore. |
Description | Provide a description that is relevant to the activity. |
| Entry Criteria | |
| Entry Criteria | Set the conditions that must be met to execute the activity.
To add more conditions, click Add Criteria. To remove all conditions, click Remove All. |
| Assignee | |
| Assignee | Select a User, User Group, or Team Role to specify who can complete the required actions, such as submitting approvals, generating documents, overriding tasks, or signing. The Team Role option is available only when the workflow runs on the Agreement object. Note: Currently, CLM is the only application using this functionality. It is not limited to CLM, as it can support any object and be adopted by any consumer application. When the workflow reaches an activity and assigns the task, an email notification is sent to the assigned User, User Group, or Team Role.Note: An email notification is sent only if an email template is configured. Currently, the CLM team has configured email templates only for agreement-specific notifications. |
| Notes | Use this field to add text-based comments or details related to an activity. You can record important information, reminders, or context that helps users understand the purpose or status of the activity.
|