Workflow is the series of activities that are necessary to complete a task. Both Simple and Complex Workflows can be configured within CMx Approval Workflow:

Complex workflow approvals , for example like the one below between multiple departments and external reviewers can be automated using Approval Workflow.

Manage Workflow :

Manage Workflow screen displays the list of all existing Workflows .

To view the manage screen, click on Workflow link in the menu. In the Manage contract type Workflow screen, click on Create button to create a new Workflow , click on Edit button to update an existing record, click on delete button to delete the record.

Create Workflow

To create a new Workflow :

Enter the Name and Description
Select Contract Approver name or Role and click on "Add Workflow Step".
Add Approver steps with or without delegate option as needed.. Either User Step or Role Step can be added, if role step is added all users of that role with "Is Approver" option selected in User will be notified for review.
Department Review:
If Role Step is "Department" based , meaning if CMx has to automatically find the department based on Contract Record-> Department field value , Create a new Role with word "Department" in it and it as a Workflow Step wherever required. For example create a new Role with a permission scheme that provides no permissions and name that Role as "Department Reviewer" , add the "Department Review" as the Workflow Step.
External Review:
For External review workflow step, create a new Role with word "External" in it. For Example : "External Review". And if the Contract Record has Contracting Party added, CMx will send the contract for review to all the external party contacts for the selected contracting party.
Once the required workflow steps are added , click on create workflow button.

Note: The Roles with names "Department" or " External" are dynamic system roles. So these roles are special roles and MUST NOT be directly assigned to any user and their use is limited only in the workflow steps.

New Workflow is created in the system and navigates to the Manage screen, displaying the newly created Workflow.

Edit Workflow

To edit a existing Workflow :

Click on the Edit button in the manage screen
Workflow edit screen is displayed. Change Name and/or description as necessary.
For Adding Workflow Steps, note down existing workflow steps and click on Clear Steps button, add the workflow steps back again before clicking update button.
Add Approver steps with or without delegate option as needed.. Either User Step or Role Step can be added, if role step is added all users of that role with "Is Approver" option selected in User will be notified for review.
Department Review:
If Role Step is "Department" based , meaning if CMx has to automatically find the department based on Contract Record-> Department field value , Create a new Role with word "Department" in it and it as a Workflow Step wherever required. For example create a new Role with a permission scheme that provides no permissions and name that Role as "Department Reviewer" , add the "Department Review" as the Workflow Step.
External Review:
For External review workflow step, create a new Role with word "External" in it. For Example : "External Review". And if the Contract Record has Contracting Party added, CMx will send the contract for review to all the external party contacts for the selected contracting party.
Click on Update button
Changes to the Workflow are updated in the syste

Delete Workflow

To delete a existing Workflow :

Click on the Delete button in the manage screen
A Message box is displayed for confirmation of delete action

Click the OK button in the displayed message box
Workflow record is deleted in the system

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