on 01-08-2015 12:24 PM
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
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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Hi Gary,
Let me put it in this way.
For example we have Contract document phases Initiated, Draft and Executed
Whenever a user generates or uploads a contract document then by default it will be set to phase 'Initiated' but here I need the contract document to set to phase 'Draft' automatically upon creation.
Here we cannot use workflow since some approvals are needed for phase change instead we need an instant change of phase from 'Initiated' to 'Draft' upon creating contract document.
Thanks & Regards,
Raj
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
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