Dynamic Document Assembly Workflow: Clauses
Using Dynamic Document Assembly, you can merge independent clause templates into a single Master Agreement template using a set of predefined rules within a ruleset.
Use the following workflow to configure and define Doc Assembly Rulesets, Rules and Components for Agreement and Proposal templates using dynamic segments to insert clauses:
Configuring Dynamic Document Assembly
- Create custom fields for an agreement using which an agreement will be filtered. For example if you want to filter agreements by language, create a custom field for language for an agreement.
- Create Document Assembly Field sets: The field sets comprise the fields used to filter an agreement. The field should have the same API name as that of the custom fields for the Agreement object.
- Specify the API name of the fieldset in Comply Custom Properties.
- Enable Document Assembly Rulesets for the Quote/Proposal object.
Creating Dynamic Document Assembly Rulesets
- Define a Doc Assembly Ruleset: You have to create a ruleset that comprises the rules using which an agreement is filtered.
- Define Doc Assembly Rules: Define a set of filter criteria by which an agreement is filtered and available. The filter by fields should have the same API name as the fields of the Agreement object. For example you want to filter all agreements having language as English. The Language custom field in the Agreement object has the API name as Language_c. The filter by criteria field for a Document rule should have the same API name Language_c.
- Specify Doc Components: If an Agreement satisfies the filter criteria, you can specify the doc components(templates) and the sequence in which they are included in the master agreement template.
- Navigate to X-Author and checkout an existing template or create a new blank template and check it in. Once the blank template is checked in successfully, insert a dynamic section in the template. For an existing template insert the dynamic section in the required location and specify the ruleset. The Dynamic section allows you to define the ruleset for which the template is applicable for an agreement. This blank template is used as the master agreement template.
- Once you click Generate or Preview, if the agreement satisfies the rules defined in the document ruleset, the corresponding master agreement template for that ruleset is shown. Select the master agreement template and click Generate. All the components defined in the Document Rule set are inserted in the sequence by which they are defined.
This page only includes instructions for configuring and create Dynamic Document Assembly Rulesets for Clause components. If you intend to create Rulesets that also include attachment components at the line item level, refer to Dynamic Document Assembly Workflow: Attachments for additional configuration.
Doc Assembly Rule Filter Logic
The following table shows the summary of system behavior based on various conditions:
Value in Agreement field |
Value in Filter by field of Doc Assembly Rule |
Match between the values of Agreement field and Filter by field |
System evaluation |
---|---|---|---|
Has value |
Has value |
Yes |
System will fire the Doc Assembly Rule and the corresponding template will be displayed for document generation or preview. |
Has value |
Null |
No |
System will skip the evaluation for this filter field and will fire the Doc Assembly Rule based on the match in other Rule filters. |
Null |
Has value |
No |
System does not fire the Doc Assembly Rule. |
Creating a Document Assembly Fieldset
Complete To create custom fields so you have all of the fields you want to use in the fieldset available on the Doc Assembly Rule object.
- From Setup, go to
- From the Fields Sets Related List, click New and enter a mandatory Field Set Label, Field Set Name, and info on where it is used and click Save.
- Drag and drop the desired fields onto the field set and click Save.
- Repeat steps 2 and 3 to create a separate Static fieldset. The fields in the static field set will be a subset of the fields in the dynamic field set.
- You can now add the fields defined in the field sets to a specific page layout. To call out the static and dynamic field sets, create separate Static and Dynamic sections on the page layout and drag and drop the requisite fields accordingly.
- Go to Manage and then Edit for Apttus__APTS_Agreement__c. Enter the API name of the field set you created in the Doc Assembly Rule FieldSet Name field. Enter the API name of the static field set you created in the Doc Assembly Static FieldSet Name. and click
Populating a Doc Assembly Component Type picklist
- From Setup, go to
- From Custom Fields & Relationships, click Type.
- From Picklist Values, click New and add the required type values and save them.
Adding the Related Lists
Adding DAR for the Proposal Object
By default, a custom property is created for the Quote/Proposal object when you upgrade or install the Apttus Proposal Management package, but you still need to manually add the Quote/Proposal object to the picklist when creating a new Doc Assembly Ruleset.
Creating Doc Assembly Rulesets
User Permissions Needed | |
---|---|
To create a Doc Assembly Ruleset: | Doc Assembly Ruleset: Read, Create, Edit. Agreement: Read, Create, Edit. Template: Read, Create, Edit Doc Assembly Rule: Read Doc Assembly Component: Read |
- You must have created templates that you want to use as the Content of your Doc Assembly Components.
- You must ensure that you add the fields created in the fieldset in the page layout for Doc Assembly Rule by using Edit Layout option.