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CLM for Advantage Platform

Platform Administration Console

Template Filter Rules

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.

Creating a Template Filter Rule

  1. Click the App Launcher icon () and select Admin Console.
  2. Click Rule Settings.
    This displays the Template Filter Rules tab.
  3. To create a new template filter rule. Click Add New.
  4. In the Details section, perform the following steps:
    1. Enter the template filter rule name in the Template Filter Rule Name field.
    2. Select the object from the Object drop-down menu. This displays the Qualifiers and Filters sections.
      Tip:
      • Qualifier is a condition on the Contract object.
      • Filter is a condition on the Template object.
    3. Select the filter type from the Filter Type drop-down menu.
    4. Enter the description for the template filter rule. You can enter a maximum of 2000 characters.
    5. Active: Slide the Active toggle to make the template filter rule active. You can also make it active by sliding the Active toggle from the template filter rule list page.
  5. In the Qualifiers section, click Add Criteria.
    1. Select a field to be used in the filter criteria.
    2. Select an operator from the Operator drop-down menu. The operator defines the relationship between the field and the value. The list of available operators varies depending on the data type of the chosen field.
    3. Enter the value of the field. The type of value field depends on the field selected.
    4. To add another filter, click Add Criteria and repeat steps 5 (a), (b), and (c).
    5. Click Apply.
  6. In the Filters section, perform the following steps:
    1. Select a field to be used in the filter criteria.
    2. Select an operator from the Operator drop-down menu. The operator defines the relationship between the field and the value. The list of available operators varies depending on the data type of the chosen field.
    3. Enter the value of the field. The type of value field depends on the field selected.
    4. To add another filter, click Add Criteria and repeat steps 6 (a), (b), and (c).
    5. A formula is displayed in the Filter Expression text box showing the criteria added. You can also alter the filter expression.
    6. Click Apply.
  7. Click Create.
A template filter rule is created.

Cloning a Template Filter Rule

You can clone a template filter rule from a list of template filter rules.

  1. Click the More icon () in the row to clone and select Clone.
    The text 'Clone' is added to the Template Filter Rule Name.
  2. Edit the details and click Create.
  3. Alternately, click the Template Filter Rule link to open the template filter rule details.
  4. Click the pencil icon () to edit the details and click Save.
  5. Click Clone.
    The text 'Clone' is added to the Template Filter Rule Name.
  6. Edit the details and click Create.
The template filter rule is cloned.

Editing a Template Filter Rule

  1. Click the Template Filter Rule link to open the template filter rule details.
  2. Edit the details and click Save.

Deleting a Template Filter Rule

You can delete a template filter rule from a list of template filter rules.

  1. Click the More icon () in the row to delete and select Delete.
    This displays the Delete Template Filter Rule window.
  2. Click Confirm.
  3. Alternately, click the Template Filter Rule link to open the template filter rule details.
  4. Click Delete.
    This displays the Delete Template Filter Rule window.
  5. Click Confirm.

Use Case 1: Creating a Template Filter Rule

This use case describes filtering templates to generate contract documents or supporting documents using template filter rules. For example, if templates are created for multiple languages, a user might see and pick only language-appropriate templates.

Let us consider that the contract record contains a Language field with the possible values of English or Spanish and the template record contains a similar Language field. By matching the Language field values in the contract and template records, the template filter rule presents the appropriate template for document generation.

  1. Go to the Template Filter Rules tab.
  2. The template filter rule has two related lists, Qualifiers and Filters.
  3. Add a new qualifier and provide the following information.
    1. Field: Select the field to be used for the template filter rule. For example, Language.
    2. Operator: The operator defines the relationship between the field and the value. The list of available operators varies depending on the data type of the chosen field. For example, Equals.
    3. Value: The type of value field depends on the field selected. For example, Spanish.
  4. Add a new filter and provide the following information.
    1. Field: Select the field to be used for the template filter rule. For example, Language.
    2. Operator: The operator defines the relationship between the field and the value. The list of available operators varies depending on the data type of the chosen field. For example, Equals.
    3. Value: The type of value field depends on the field selected. For example, Spanish.
  5. Generate a contract document.
The desired templates are displayed.

Use Case 2: Creating a Template Filter Rule

This use case describes filter templates when the contract is in "In Amendment" status and the template contains the keyword "Amendment" entered in X-Author for Contracts. You can create a contract-type template to be used in amendment situations.
Note: Use any keyword in the keywords field. For example, Amendment.
  1. Go to the Template Filter Rules tab.
  2. The template filter rule has two related lists, Qualifiers and Filters.
  3. Add a new qualifier and provide the following information.
    1. Field: Select the field to be used for the template filter rule. For example, Status.
    2. Operator: The operator defines the relationship between the field and the value. The list of available operators varies depending on the data type of the chosen field. For example, Equals.
    3. Value: The type of value field depends on the field selected. For example, In Amendment.
  4. Add a new filter and provide the following information.
    1. Field: Select the field to be used for the template filter rule. For example, Keywords.
    2. Operator: The operator defines the relationship between the field and the value. The list of available operators varies depending on the data type of the chosen field. For example, Contains.
    3. Value: The type of value field depends on the field selected. For example, In Amendment.
  5. Generate a contract that is in the "In Amendment" status.
The desired amendment template is displayed.

For more information on configuring a template filter rule, see Setting Up Template Filter Rules.

Administrator Guide
Conga
CLM

September 10, 2025