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CLM for Salesforce

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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 Salesforce

Agreement Lifecycle Management

Configuring Old Activation UI

You can opt to use the old activation UI instead of the new activation UI.

Configuring Old Activation UI

You can opt to use the old activation UI instead of the new activation UI.
  1. Go to Setup > Object Manager > Agreement > Fields & Relationships.
  2. Click New and select Formula.
  3. Click Next.
  4. Enter Activate_Old in the Field Label field and select Text.
  5. Click Next.
  6. Enter a formula.

    Sample

    IF (OR(ISPICKVAL(Apttus__Status_Category__c,"In Signatures"), ISPICKVAL(Apttus__Status_Category__c,"In Filing"), AND(ISPICKVAL(Apttus__Status_Category__c,"In Authoring"),ISPICKVAL(Apttus__Source__c,"Other Party Paper"))), IF(OR($User.UIThemeDisplayed == 'Theme4d', $User.UIThemeDisplayed == 'Theme4t'), HYPERLINK("/apex/Apttus__LightningAgreementActivate?id=" &Id, IMAGE("/resource/Apttus__Button_Activate", "Activate"),"_self") , HYPERLINK("/apex/Apttus__AgreementActivate?id=" &Id, IMAGE("/resource/Apttus__Button_Activate", "Activate"),"_self")),NULL)
  7. Configure the APTS_CustomLinksforActionPanel admin entry to view the new activate button in the Additional actions section of an agreement. For more information, see Admin Entries.
Administrator Guide
CLM

December 31, 2024