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CLM for Salesforce

Managing Templates

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Setting Up Template Filtering Rules

By setting up the template filtering rules, the Template selection page can be configured to set up user-defined filters to narrow the list of Templates displayed to the user for Preview/Generate/Generate Supporting Document/Regenerate tasks. The template filter is set up by an administrator and allows agreement fields and related child object fields to be used in selecting the templates.

The template selection page for the agreement generation actions displays only the templates that are applicable for the agreement. For example: For the Agreements of Type Other, show the templates that are defined for a region.

Setting Up Template Filtering Rules

  1. Click the App Launcher () icon in the upper left-hand corner of the Home screen.
  2. Search and select Query Templates.
  3. Click New.
  4. To create a query template sequence, enter the Sequence (numeric). If there is more than one query template defined for a template object then sequence is the order in which the query templates are applied.
  5. Enter the description for the query template and click Save.
  6. To create a qualifier, click New Query Template Qualifier.Qualifier is as a condition on the Agreement object.
  7. Enter the Sequence. If there are several template qualifiers, then the qualifiers are applied in the order of the sequence number.
  8. Enter the API name of the agreement Field. For example, RecordType.Name.
  9. Select the Comparison Operator. For example, equal to.
  10. Enter the Value. For example, Other.
  11. Click Save.
  12. To define Query template Filter, click the associated query template link next to the Query Template.
    The Query Template Details page is displayed.
  13. Click New Query Template Filter.
  14. Enter appropriate values in the Sequence, Field, Comparison Operator, and Value fields and click Save.

Getting the ID of a Template Used to Generate a Document

  1. Go to Setup > Build > Develop > Custom Settings > Comply System Properties > System Properties and click Edit.
  2. Select Publish Merge Events.
  3. After generating, select the rows in Merge Event based on agreement id & timing to get the template id.
  4. Perform a query on the Template object and get the template information based on template id.
    The template ID is received.

About Universal Unique IDs

Universal unique identifier (UUID) fields of the agreement templates, clause templates, and term exceptions in Contract Management support the functionality available with the X-Author Migration Manager.

The UUIDs help provide the ability to update and migrate templates from one org to another. These IDs are unique and once an ID is assigned to a template or term exception object record, it cannot be changed.

To use the templates with the UUID field, you must have X-Author Contracts 7.0 or higher.

Administrator Guide
Salesforce
CLM

June 3, 2025