Cloning Dynamic Document Assembly
With Dynamic Document Assembly, you can now clone Document Assembly Rulesets, Document Assembly Rules, and all the associated components.
Doc Assembly Rulesets can be cloned with all active rules and components. Similarly, a Doc Assembly Rule can be cloned with all components.
Cloning Doc Assembly Ruleset
The newly cloned ruleset record requires that you must enter the mandatory sequence, enter a unique name and activate it (A).
The Update Rule Criteria (B) section contains the dynamic fields which the system identifies in the field sets.
One of the field in the Update Rule Criteria section is the Match Rule field, which updates the new value of a field and works as follows:
If the field contains equal to, the Match Rule updates the new value of that field if the current value for that particular field matches the old value.If the field contains not equal to, the Match Rule updates the new value of that field if the current value for that particular field does not match the old value.If the field contains any, the Match Rule updates to the new value without checking the current value.
Cloning Doc Assembly Rule
The Clone button on the Doc Assembly Rule detail page clones the existing Doc Assembly Rule, generates a sequence, and then activates the newly cloned rule (A).
The Update Rule Criteria (B) section allows you to enter a new value or select an existing value for each filter field.
Cloning Doc Assembly Component
The deep cloning of a component clones the current version and lets you select the content to place in the new component.
If you clone a clause template to replace an existing clause template with the Clone functionality of X-Author Contracts, while the original clause template is used as a component on the Doc Assembly Rule, then the system will identify the UUID of the new clone template on the original cloned clause template record.
The fields, such as Cloned From and Cloned From Reference, on the Template detail page enable you to track the cloning information of the content in a component, which can be a clause or template. These fields are populated by X-Author Contracts when checking in a cloned template.