OCC enables you to insert, update, delete, or swap a clause before submitting it for approval. If you perform multiple actions in the same session, OCC executes them in the order of precedence defined below.

  • If clause approval is configured for all actions in the same session, OCC follows the precedence described below.

    Primary action

    Secondary action

    Precedence

    Comments

    InsertUpdateInsert
    InsertSwapNA

    The alternate clause option does not show

    InsertDeleteNA

    The clause will be removed from the document before publishing

    Swap

    Update

    Swap


    SwapDeleteNADelete clause option does not show
    SwapInsertInvalid
    DeleteUpdateNAOnce a clause is deleted, no changes are allowed to it
    DeleteSwapNAOnce a clause is deleted, swapping is not allowed
    DeleteInsertInvalid
    UpdateDeleteNADelete clause option does not show
    UpdateSwapNAThe alternate clause option does not show
    UpdateInsertInvalid
  • If approval for an action is not required, OCC does not follow the precedence in the table.
  • If approval is required only for a primary action, then approval is triggered only for the primary action and if approval is required for secondary action, then approval is triggered for secondary action only.
  • If approval is not required for a primary action, then all the actions (insert, update, delete, or swap) are allowed.