Users generate contract documents and supporting documents during the contract management life cycle. While generating a contract document or supporting documents, the application displays a list of templates the user can select. The list of templates displayed depends on the configuration of the template filter rule.

Using template filtering rules, you can set up user-defined filters to narrow the list of templates that are displayed for tasks that involve generating contract documents or supporting documents. Administrators set conditions that determine which templates are displayed during contract document and supporting document generation.

The template filter rule looks for a match between fields on the contract and template records. For example, for contract templates created for multiple languages, you should only be able to select templates for the language to which they belong. The template filter uses contract fields and related child object fields to select the templates to display.

You can configure template filter rules on the template selection page to narrow down the list of templates available to users for generating documents and performing related tasks. These rules can include contract fields and fields from related child objects to refine the template selection process.

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.