Setting Up Agreement Request Process

Setting up an agreement request process enables the default process for managing and fulfilling Agreement Requests submitted by Requesters. The following are the examples of a typical agreement request process.

Requester enters relevant details for the Agreement and clicks on Submit Request.
Based on the information provided by requester, system decides if an agreement is a Standard self-service agreement or a non-standard agreement requiring authoring and negotiations.
In case of a Standard Agreement, system creates an agreement document from the configured template and sends an email containing the agreement document as an attachment to the requester, agreement owner and the primary contact. Requester obtains the signatures on the agreement document, scans the hard copy, and attaches it to the agreement record. Clicking Activate puts the agreement In Effect.
In case of non-standard Agreement, the agreement owner is changed to the configured queue. Members of the queue will take ownership of the agreement, author the contract, and negotiate with the other party. After finalization of the contract they click Return to Requester link to inform the requester that the contract is ready for printing and getting the signatures. Requester obtains the signatures on the agreement document, scans the hard copy and attaches it to the agreement record. Clicking Activate puts the agreement In Effect.

To set up an agreement request process

User Permissions Needed
To create a new admin entry or edit an existing entry:	Admin: Read, Create, Edit.

Click + and click Admin.
Click New.
Enter the APTS_SubmitRequestConfig property and XML value, and paste the following code into the Code area:
```
<SubmitRequest>  
<Defaults> 
  <RequestMode>Manual</RequestMode>
  <SendEmail>true</SendEmail>
  <UpdateAgreementType>false</UpdateAgreementType>  
  <AutoMode>   
  	<AgreementType>Other</AgreementType> 
      	<Template>ComplyAgmtTemplate</Template>     
      	<EmailTemplate>Agreement Review Notification (Auto)</EmailTemplate>
  		<DocumentFormat>DOC</DocumentFormat>
  </AutoMode>
  <ManualMode>
        <Queue>Reviewers</Queue>
   	 <EmailTemplate>Agreement Review Notification</EmailTemplate> 
  </ManualMode>
 </Defaults>
 </SubmitRequest>
```
CODE
The defaults specified in the above code is:
- Agreement Template = ComplyAgmtTemplate
- Agreement Type = Other
- Email Template(sent when standard or self service contract is generated by system) = Agreement Review Notification
- Queue to which request is sent in case of request for Non Standard Agreement = Reviewers
This is the minimum override with which you must enable the Agreement Request process functionality so that defaults are defined for Agreement types, templates, and queues if rules are not fired during the process.

Ensure that the default values in the above code piece are replaced with values applicable to your implementation, if necessary.
A sample SubmitRequestConfigSampleXML file is in the Static Resources as part of the standard Conga CLM. The contents of this XML file can be copied, customized and pasted into the above Admin entry to enable additional processing logic.