This topic describes the use case for Contract Wizard.

Standard Statement

This use case gives one example on how to create user-friendly on-screen Wizards, to quickly create contracts. You might use this functionality differently, depending on your business case.

A Wizard prompts the end user to answer a series of on-screen questions then creates the Agreement record. This use case describes how a non-expert user can use on-screen Wizards, to quickly create contracts.

In this case, ACME needs to provide Sales Representative with a quick and easy way to create Non-Disclosure Agreements. 

Prerequisite: Make sure you have the followings:

  • Inputs are created.
  • Steps are created.
  • All agreements must have the following fields completed: Agreement Name, Agreement Category, Account Name, Language, Status Category, Start Date, and Primary Contact.   

    To create inputs, perform the following steps:

  1. Go to the Apttus Configurable Wizard.

  2. Navigate to the Wizard Component Library tab.

  3. Click New Input Control. Fill in the following fields, then Save.

    Field

    Value

    Control Name

    Account Name

    Question/Instruction

    Please select an Account

    Field Class

    Object Field

    Object Name

    Agreement

    Field Name

    Account

  4. Click New Input Control. Fill in the following fields, then Save.

    Field

    Value

    Control Name

    Start Date

    Question/Instruction

    Please select an Account 

    Field Class

    Object Field

    Object Name

    Agreement

    Field Name

    Agreement Start Date

    You have successfully created all the inputs required to create the steps.

Inputs are placed in Steps. Steps can also contain rules that determine the flow and logic of the Wizard.

To create Steps, perform the following steps:

  1. From the Wizard Component Library, click New Step.
  2. Enter Agreement Step 1 as the Step Name.
  3. From the Inputs Library, drag and drop the following Inputs into the Inputs pane: Agreement Name, Account Name, Agreement Category.
  4. Click the Input Rules tab at the top of the page.
  5. Next, to Agreement Name click the +.
  6. Select Determine Focus Object as the picklist value under Rule.
  7. In the following picklist, select Agreement.
  8. Click Save.
  9. Click the + next to Agreement Name.
  10. Select Determine Record Type as the picklist value under Rule.
  11. Select Agreement in the following picklist.

  12. Select NDA-yourinitials in the following picklist. Click Save.
    For Agreement Step 1, you should now see two Agreement Name input rules (1.1 and 1.2).

  13. Click Save.
  14. Repeat steps 1 – 3 to create Agreement Step 2.

    Use the following Inputs: Start Date, Status Category, Language, and Primary Contact.

  15. Click Save.

    You have successfully created the two steps for the Wizard.

With the Steps created, the Wizard can now be designed. The Wizard determines the specific process, the end-user will go through, based on Steps and Inputs.

To create a Contract Wizard, perform the following steps:

  1. Go to the Wizard Designs tab.
  2. Click New Wizard Design.
  3. Enter Agreement-yourinitials as the Design Name.
  4. From the Steps Library, drag and drop Agreement Step 1 and Agreement Step 2 into the Steps in the Wizard pane.
  5. Click Activate twice.

  6. Click Cancel to exit Wizard Designs.

Result:

You have successfully created the Wizard.