CLM Send For Review Activity
The CLM Send for Review activity is a blocking workflow step that pauses execution until designated assignees complete their review. It is designed for contract lifecycle management (CLM) workflows where review and validations are critical before moving forward. This activity allows you to:
- Assign the review task to Users, User Groups, or Team Roles.
- Provide Notes to Assignee for any guidance.
- Define Entry Criteria to control when the activity executes.
Group: Contracts
Nature: Blocking
Example: Your organization requires Legal Team review for all Master Service Agreements (MSAs) above $50,000 before approval.
Execution Flow
- When triggered, the workflow enters In Progress state.
- Assignees receive notifications (email)
- Assignees act using runtime actions: Send for Review, Mark Complete, Override (Skip Validation)
Activity information and entry criteria
Entry criteria determines the initial behavior of the activity.
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.
|
Use Case: Contract Review Using Send for Review Activity
This use case shows how workflows use the Send for Review activity to route contracts for review before approval or signature. It also explains how users can mark the review as completed or override the step when needed to keep the contract moving. Click here for detailed steps.