Contracts for Salesforce Cycle Time Reporting provides several out-of-the-box default cycle definitions for you to use. For more information on cycle definitions, see About Cycle Definitions.

Prerequisites

Follow the steps to enable cycle time reporting.

Create Default Cycle Definitions

  1. Navigate to Conga CLM Setup.
  2. Click Cycle Time Reporting.
  3. Click General.
  4. Click Create Default Cycle Definitions.
  5. The following definitions are generated if you do not have existing cycle definitions that are identical to the default cycle definitions:

Object NameField NameFrom ValueTo ValueCategory 
APXT_Redlining__Contract_Agreement__cAPXT_Redlining__Status__cRequestedDraftingRequest
APXT_Redlining__Contract_Agreement__cAPXT_Redlining__Status__cDrafting NegotiatingDrafting
APXT_Redlining__Contract_Agreement__cAPXT_Redlining__Status__cNegotiatingApprovingNegotiation
APXT_Redlining__Contract_Agreement__cAPXT_Redlining__Status__cNegotiatingIn SignaturesNegotiation
APXT_Redlining__Contract_Agreement__cAPXT_Redlining__Status__cApprovingIn SignaturesApprovals
APXT_Redlining__Contract_Agreement__cAPXT_Redlining__Status__cIn SignaturesActiveIn Signatures

If you have any existing cycle definitions that are identical to the default cycle definitions, only default cycle definitions that do not overlap are created. For example, if you already have the following cycle definitions already created:

Object NameField NameFrom ValueTo ValueCategory 
APXT_Redlining__Contract_Agreement__cAPXT_Redlining__Status__cRequestedDraftingRequest
APXT_Redlining__Contract_Agreement__cAPXT_Redlining__Status__cDrafting NegotiatingDrafting


When you click Create Cycle Definitions, only the following default cycle definitions are created:

Object NameField NameFrom ValueTo ValueCategory 
APXT_Redlining__Contract_Agreement__cAPXT_Redlining__Status__cNegotiatingApprovingNegotiation
APXT_Redlining__Contract_Agreement__cAPXT_Redlining__Status__cNegotiatingIn SignaturesNegotiation
APXT_Redlining__Contract_Agreement__cAPXT_Redlining__Status__cApprovingIn SignaturesApprovals
APXT_Redlining__Contract_Agreement__cAPXT_Redlining__Status__cIn SignaturesActiveIn Signatures


Contracts for Salesforce uses your organization's default business hours set in the Business Hours tab in Salesforce Setup for Cycle Time Reporting. For more information, see Setting up Business Hours.