The automation process facilitates the seamless transition of contracts from Fully Signed to Activated status, ensuring that emails containing executed documents and other relevant attachments are sent to designated recipients at specified intervals. For auto-activating contracts, administrator must set up the configuration using the ​/api​/config-management​/v1​/configurations endpoint.

Code Sample

The following sample code enables you to update the configuration values related to auto-activating contracts within the platform. For more information, see Revenue Lifecycle Platform APIs.

{
    "Category": "clm",
    "Name": "autoactivatecriteriamaps",
    "Value": "[]"
}
 
//With criteria and user:
{
    "Category": "clm",
    "Name": "autoactivatecriteriamaps",
    "Value": "[{\"Criteria\":\"RecordType='Corporate'\",\"Recipients\":[{\"Id\":\"eb57776f-45bd-be90-2437-f60dbae997ab\",\"Name\":\"NjJ\",\"Email\":\"njj@conga.com\",\"Type\":\"User\"}]}]"
}
 
//With criteria and user group:
{
    "Category": "clm",
    "Name": "autoactivatecriteriamaps",
    "Value": "[{\"Criteria\":\"RecordType='Corporate'\",\"Recipients\":[{\"Id\":\"ebea769c-0866-406d-a12b-4a4ea8685d30\",\"Name\":\"Nj Group\",\"Email\":\"kp@conga.com\",\"Type\":\"UserGroup\"}]}]"
}

A scheduler runs at specific, pre-defined intervals (for example, 30 minutes or one hour) to check for contracts that meet specific criteria for automatic activation. For instance, you want to auto-activate contracts whose status category is In Signatures, status is Fully Signed, and the start date is the current date. When the criteria match the configuration settings, the Configuration Management API automatically moves the contract status category and status to In Effect and Activated respectively.

After the contract is activated, an email notification is sent to the user or user group defined in the configuration. The executed contract document is emailed as an attachment. The executed document and other documents within the contract are retained in the system.

If there are active obligations in the contract, fulfillment records for them are created and available in the Obligation Fulfillment page.