You can set up template filter rules in the template selection page to narrow the list of templates displayed to the user for generating documents and supporting document tasks. Administrators set up the template filter rule and allow contract fields and related child object fields to be used in selecting the templates.

The template selection page for the contract generation displays only the templates that apply to the contract. For example: For the contracts of Type Other, show the templates that are defined for a region.

This section describes how to create, edit, clone, and delete a template filter rule.

To create a template filter rule

  1. Click the App Launcher icon () and select Admin Console.
  2. Click Rule Settings. This displays the Template Filter Rules tab.
  3. To create a new template filter rule. Click Add New.
  4. In the Details section:
    1. Enter the template filter rule name in the Template Filter Rule Name field.

    2. Select the object from the Object drop-down menu. This displays the Qualifiers and Filters sections.

      • Qualifier is a condition on the Contract object.
      • Filter is a condition on the Template object.
    3. Select the filter type from the Filter Type drop-down menu.
    4. Enter the description for the template filter rule. You can enter a maximum of 2000 characters.

    5. Active: Slide the Active toggle to make the template filter rule active. You can also make it active by sliding the Active toggle from the template filter rule list page.

  5. In the Qualifiers section, perform the following steps:
    1. Click Add Criteria.
    2. Select a field to be used in the filter criteria.
    3. Select an operator from the Operator drop-down menu. The operator defines the relationship between the field and the value. The list of available operators varies depending on the data type of the chosen field.
    4. Enter the value of the field. The type of value field depends on the field selected.
    5. To add another filter, click Add Criteria and repeat steps 5 (a), (b), and (c).
    6. Click Apply.
  6. In the Filters section, perform the following steps:
    1. Select a field to be used in the filter criteria.
    2. Select an operator from the Operator drop-down menu. The operator defines the relationship between the field and the value. The list of available operators varies depending on the data type of the chosen field.

    3. Enter the value of the field. The type of value field depends on the field selected.

    4. To add another filter, click Add Criteria and repeat steps 6 (a), (b), and (c).
    5. A formula is displayed in the Filter Expression text box showing the criteria added. You can also alter the filter expression.
    6. Click Apply.
  7. Click Create. This displays the "Template Filter Rule {Template Filter Rule Name) has been created successfully." popup. 

To edit a template filter rule

  1. Click the Template Filter Rule link to open the template filter rule details.
  2. Edit the details and click Save. This displays the "The Data is saved successfully." popup.

To clone a template filter rule

You can clone a template filter rule from a list of template filter rules. 

  1. Click the More icon () in the row that you want to clone and select Clone. The text 'Clone' is added to the Template Filter Rule Name.
  2. Edit the details and click Create. This displays the "The template filter rule has been cloned." popup.
    (or)
  1. Click the Template Filter Rule link to open the template filter rule details.
  2. Click the pencil icon () to edit the details and click Save.
  3. Click the Clone button. The text 'Clone' is added to the Template Filter Rule Name.
  4. Edit the details and click Create. This displays the "The template filter rule has been cloned." popup.

To delete a template filter rule

You can delete a template filter rule from a list of template filter rules. 

  1. Click the More icon () in the row that you want to delete and select Delete. 
  2. On the Delete Template Filter Rule window, click Confirm. This displays the "Template Filter Rule deleted" popup.
    (or)
  1. Click the Template Filter Rule link to open the template filter rule details.
  2. Click the Delete button.
  3. On the Delete Template Filter Rule window, click Confirm. This displays the popup "Template Filter Rule deleted".