Defining Clone Specifications

The clone specifications feature automates configuration-based object cloning. If a relevant clone specification is configured and available, it is invoked when a user clones, amends, or renews a contract. You can define clone specifications to override the system's default process for cloning, amending, and renewing a contract.

The system initially searches for any configuration available in the below format. If any configuration is available, then cloning is processed based on the available configuration. Otherwise, it looks for the default cloning and copies the entire agreement object to a new one.

The following table lists the configuration name format for a clone specification and related examples.

Configuration Name Format	Example	Description
clonespec::{sourceObject}::{targetObject}::{recordType}::{cloneType}	`clonespec::agreement::agreement::msa::clone`	This performs only the clone operation for the MSA record type.
clonespec::{sourceObject}::{targetObject}::{cloneType}	`clonespec::agreement::agreement::amend`	This performs only the amend operation.
clonespec::{sourceObject}::{targetObject}	`clonespec::agreement::agreement`	This performs clone, amend, and renewal operations.

Clone specification is omitted for the following system fields.

Id
CreatedBy
CreatedDate
ModifiedBy
ModifiedDate
ActivatedBy
ActivatedDate
AgreementNumber
Status
StatusCategory

If you clone an agreement, the value of StatusCategory and Status fields of source agreement is Unchanged.
If you amend or renew an agreement, the value of StatusCategory of the source agreement is In Effect.
If you amend or renew an agreement, the value of Status of the source agreement is Being Amended and Being Renewed respectively.

The system automatically populates the values for the following field types. The clone specifications configuration cannot control these fields.

Autonumber
Calculated fields
Rollup fields

Clone Types

These clone types are available.

AllFields
CustomFields
IncludeFields

For more information, see Clone Types.

To configure a clone specification

Click the App Launcher icon () and select CLM Admin.
Click Contract Actions Settings tab.
Click Add to display the Add Config popup.
Enter a configuration name in the Name field. For more information, see Configuration Format Name.

In the code block, enter the clone specification code in JSON format.

Sample Clone Specification

{
	"SourceObject": "Agreement",
	"TargetObject": "Agreement",
	"CloneType": "AllFields",
	"IncludeFields": {
		"Name": "$$Name + -Clone",
		"AccountId": "$$AccountId",
		"Owner": "$$Owner",
		"RecordType": "$$RecordType"
	},
	"ExcludeFields": [
		"ContractNumber",
		"ContractStartDate",
		"ContractEndDate"
	]
}
{
	"SourceObject": "Agreement",
	"TargetObject": "Agreement",
	"CloneType": "AllFields",
	"IncludeFields": {
		"Name": "$$Name + -Amend",
		"AccountId": "$$AccountId",
		"Owner": "$$Owner",
		"RecordType": "$$RecordType"
	},
	"ExcludeFields": [
		"ContractNumber",
		"ContractStartDate",
		"ContractEndDate"
	]
}
{
	"SourceObject": "Agreement",
	"TargetObject": "Agreement",
	"CloneType": "AllFields",
	"IncludeFields": {
		"Name": "$$Name + -Renew",
		"AccountId": "$$AccountId",
		"Owner": "$$Owner",
		"RecordType": "$$RecordType",
	},
	"ExcludeFields": [
		"ContractNumber",
		"ContractStartDate",
		"ContractEndDate"
	]
}

CODE

Click Save.