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Former Member

Contract document phase change through Scripting

Hello CLM Guru's,

Happy New Year!😊

Have you come across this challenging scenario where contract document phase needs to be changed automatically via Scripting.

Any suggestions are most welcome.

Thanks & Regards,

Raj

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1 Answer

  • Best Answer
    Jan 08, 2015 at 05:29 PM

    typically this is something that would be done in the postscript of a Workflow approval.  here is an example code snippet of that case:

    if(getApprovalStatus() != DENIED)

    {

        ContractDocumentIBeanIfc cDoc = (ContractDocumentIBeanIfc)doc;

        ContractDocumentIBeanHomeIfc home = (ContractDocumentIBeanHomeIfc)IBeanHomeLocator.lookup(session, ContractDocumentIBeanHomeIfc.sHOME_NAME);

        home.upgradeToEdit(cDoc);

        home.changePhase(cDoc, "Revision");       

    }

    note in this case this is hard coded to the phase named Revision.  You would need to determine a means to set the appropriate phase.

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    • Former Member Former Member

      Hi RajShekhar,

      Even I have similar requirement, In my case, I wanted the Contract Document Phase to be Blank initially, then user has to manually select appropriate phase depends on the document uploading but if user is forgot to the value from the dropdown (Initiated, Draft, Executed) it should not allow blank value while submitting/uploading the document.

      I would request you to provide your inputs to achieve this requirement.

      Thanking in advance.

      Regards,

      Ashoka Ganji