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CLM for Advantage Platform

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

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CLM for Advantage Platform

Support for Custom Expressions

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Use Case: Custom Expressions

  • The administrator has configured the workflow to support custom expressions.
  • A contract with Contract Type = CFA, Account = ACME International, Contract SubType = PSI, and Contract Category = Procurement is created.

This section explains an example of how the workflow stage transitions based on the workflow created to support custom expression.

Limitation

All fields specified in the criteria expression must be updated in a single action for the workflow stage to transition to the next stage.

For example, if the criteria expression is set as ( Agreement.Status= ("Activated") and Agreement.Language_c= ("English") ), both fields need to be updated in a single action within the contract. If you update the status of the contract and save it, then update the language field in a separate action, the workflow stage does not transition.

  1. Go to the Contract Details page. Based on the criteria expression set ( Agreement.RecordType= ("CFA") and Agreement.AgreementCategory= ("Procurement") and Agreement.Contract_SubType_c= ("PSI") and Agreement.Account.Name= ("ACME International") ), the workflow transitions to "In Request" in the contract lifecycle transition bar.
    Note: Criteria Expression field takes precedence over Status Category and Status fields.
  2. When you generate a document, based on the criteria expression set ( Agreement.CloneSpecCustomField_c= ("CS_ACME") and Agreement.StatusCategory= ("In Authoring") and Agreement.Status= ("Author Contract") ), the workflow stage transitions to "In Reviews" in the transition bar.
  3. If all the conditions set in the criteria expression ( Agreement.StatusCategory= ("In Signatures") and Agreement.Status= ("Ready for Signatures") and Agreement.CustomDateAndTimeField_c >= "03/02/2025 12:32 tt" and Agreement.NonStandardLegalLanguage= ("true") ) are met when you send the generated document for signature, the workflow stage transitions to "In Signature" in the transition bar.
  4. When you activate an agreement and criteria expression set ( Agreement.Status= ("Activated") and Agreement.StatusCategory= ("In Effect") and Agreement.Language_c= ("English") ) is met, then the workflow stage transitions to "In Effect" in the transition bar.

Upon successful completion of the steps outlined in this task, the workflow stages transition smoothly based on the defined criteria expressions.

September 22, 2025