Using template filtering rules, you can set up user-defined filters to narrow the list of templates that display for tasks that involve previewing or generating documents. For example, for agreement templates created for multiple regions, you should only be able to select templates for the region to which they belong. The template filter uses agreement fields and related child object fields to select the templates to display.

User Permissions Needed
To create, edit or delete a query template:

Query Template: Read, Create, Edit, Delete

Agreement: Read

Template: Read

Limitation

You cannot define more than 44 query templates. If you define more than 44 query templates, the Template Selection page that appears while generating documents does not display templates.

To insert an amendment template

You can insert an Amendment Template in the available choice of templates while generating an agreement in the state: In Amendment=In Amendment status.

  1. Create an Agreement type template to be used in amendment situations. 
    Use any keyword in the keywords field. For example, Amendment.

  2. Using the Query Template tab, create a Query Template.
  3. The Query Template has two Related Lists: Qualifiers and Filters.
  4. Add a new Query Template Qualifier, provide the following information, and click Save.


    FieldValueDescription
    Sequence1<provide an integer value here. The number 1 is used as an example. In case you are using more than one Filter, then the same will be applied according to the sequence number>
    FieldApttus__Keywords__c<API name of the field in the specified object>
    Comparison  Operatornot equal to<select from the drop down list>
    ValueAmendment

  5. Generate an agreement, which is in the state: In Amendment=In Amendment state.
    The desired Amendment template is displayed as one of the options along with other templates. For more information on setting up Template filtering rules, refer to To setup template filtering rules.