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CLM for Salesforce

Contract Wizard

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Running Wizards

The Contract Wizard application allows you to run Wizards created by administrators. Wizards are custom, user-friendly step-by-step questionnaires that allow you to create records based on any standard or custom Salesforce object (Agreements, Accounts, Proposals, Leads, etc.). Using a Wizard, you can quickly create your own records by entering responses to criteria-based inputs that follow a logical series of steps. You can easily search and select from Wizard designs to create well-formed records, and if enabled, you can preview your responses prior to submission, returning to previous Inputs and Steps to make changes or corrections.

To run a Wizard

  1. From the Salesforce application menu, choose Apttus Contract Wizard. The application displays the Home tab and the Wizards tab (you will see additional tabs if you have permissions to create Wizards).
  2. Choose a Wizard to run from the drop-down list of designs and click Go. Note: Wizards associated with deactivated or retired Wizard designs will not be available in this list.
    Note:

    Ensure that you have not blocked pop-ups in your browser because new Wizards are always launched in a separate tab.

  3. (Optional) Click the pencil icon in the banner to give your Wizard a unique name, so you can differentiate it from other Wizards you run using the same Wizard design.

    The new name for your Wizard is shown in the list of In Progress and Submitted Wizards on the Wizards tab.

  4. Move through the steps of the Wizard, choosing values for the fields in each step. Click Next when you are finished with a step to move to the next step. Click Back to return to the previous step. Click Save to save the data on the current wizard page.
    Note:

    You must fill in all the required fields on the current wizard page before clicking Save; otherwise, the Wizard will throw validation error message.

    When you click Save, the values you provided in the wizard steps are saved and then reset to the values defined in the input rules. For more information see, Configuring Step Input Rules from the Wizard Designer.

    When you choose options (or a combination of options) that result in the creation of an object record, the Object name or Record Type will be displayed immediately upon choosing the option(s). For example, in the following step, when you choose "Sales Contract" as the business activity and "Create" as the transaction type, the Wizard evaluates a condition that determines that an Agreement record will be created when the Wizard is submitted.

  5. Some Wizard steps may include the option to add comments and/or attachments in addition to providing traditional responses. You can add comments in the text area provided (500 character limit), and/or click Attach Files to attach files to the Wizard step. When you use the Wizard to create a record, the attached files are added to the Notes & Attachments Related List of the new record along with the recorded comments. To add an attachment:
    1. Click the Attachment(s) link below the Comments box. The Manage Attachments window is displayed.
    2. Click Add Files. Browse for a file on your machine and add it as an attachment. The attachment uploads to the Wizard and displays in the Manage Attachments window.
    3. Repeat the previous step for each attachment you want to add. Close the window when you are finished adding attachments.
  6. Click Add Item when there is a repeatable field in the Wizard. These fields are used when you need to enter multiple values as certain responses, for example when you are adding multiple business addresses, or product line items and prices to a Sales Contract.
  7. Closing the Wizard automatically saves your progress in the Wizard up to the current step. You can continue where you left off from the Wizards tab (see Working with the Wizards Tab).
  8. When you have answered the final question in the Wizard and clicked Next, the page will display a Review of all steps you have completed.
  9. Click Edit to change your answers for any steps in the Wizard. A dialog is displayed warning that you may have to repeat steps of the Wizard that you previously completed depending on edits you make.
  10. Click OK to edit the step or Cancel to return to the Review page.
  11. When you are satisfied with your responses, click Submit. Depending on the design of the Wizard, one or more of the following will occur:
    • A record of the type determined by your inputs within the Wizard will be created (e.g., a Sales Agreement record).
    • You will be redirected to the record details page of the record just created by the Wizard.
    • You will be redirected to another page in Salesforce.
    • You will remain on the Review page and the Wizard will be shown as Submitted (in this case data from the Wizard has usually been submitted for purposes other than creating a record).
  12. Return to the Wizards tab.
The Wizard you created and executed now shows its Status as Submitted in the list of Wizards.

Working with the Wizards Tab

You can take several actions from the Wizards tab in addition to creating and running new Wizards:

To search for Wizards

Perform a type-ahead Search to locate an In Progress, Submitted or Aborted Wizard in the table.

To continue an In Progress Wizard

Pick up where you left off to complete an In Progress Wizard.

  1. Navigate to the Wizard using the type-ahead feature or page navigation.
  2. Click Continue under the Action column. The Wizard opens in a new tab at the current step.
    Tip: If "No Action" is available for a Wizard in the list, it means that the Wizard design associated with the runtime Wizard has been retired by your administrator. You can neither initiate nor continue Wizards associated with retired designs.

To review a completed Wizard

You can revisit the Review page for a Submitted or Aborted Wizard once it is complete.

  1. Navigate to the Wizard using the type-ahead feature or page navigation
  2. Click Review under the Action column.
    The Wizard opens in a new tab and displays the Review page (you can no longer edit any steps).

Tracking Wizard Activity from a Record

When a Wizard results in the creation of an Object record (such as an Agreement), a note is automatically added to the Notes & Attachments Related List of the created record identifying which Wizard originated the record.

For example, an Agreement record has been created from a Wizard.

  1. From the Agreement record page, scroll to Notes & Attachments.


  2. Click on the Note Title to view Note details.


    In the Body description, note the Wizard name that created the record.

    Tip: The Notes & Attachments Related List must be added to the record layout to view the Wizard notes.

Using the Preview Sidebar

To provide more flexibility when running Wizards, a Wizard user can access the Preview Sidebar, which tracks the Wizard as steps are completed. The Wizard user can use the Preview Sidebar to navigate to other steps in the Wizard freely. Use the Preview Sidebar to:

  • Preview a future step in the Wizard.
  • Track overall completion progress.
  • Return to a previous step in the Wizard to complete responses or correct a mistake.
  • View a full preview of all completed responses.

To use the Preview Sidebar

  1. Launch a new Wizard from the Wizards tab.
    The runtime Wizard is displayed with the Preview Sidebar in collapsed view.
  2. Click on the sidebar to expand it. You will see one of two possible views:
    • If you are running a linear, step-by-step Wizard with no conditionally-shown steps, you will be able to see and navigate to any step in the Wizard.


    • If the Wizard you are running contains any conditional steps, you will only see the current step and the "Preview" step. The preview sidebar will display additional steps as you complete the current step and conditions are satisfied to include the other steps in the Wizard.


      Tip: You can click on the X in the upper-right-hand corner of the sidebar at any time to collapse it.
  3. Click on any step in the preview sidebar to preview it.
    Note: Important Note: if you attempt to view a future step but the current step contains any required fields, you cannot preview that step until you have completed the required fields in the current step.


  4. Click on Preview at any time to go to the Review screen where you can review all visible steps in the Wizard, including any completed responses. The Preview screen only reflects steps that are present in the sidebar. No conditional steps will be shown unless the conditions that trigger them are satisfied.
  5. Click Back to return to the last step you worked with.
Administrator Guide
CLM

February 11, 2025