Contract Analysis Playbook form

reference brazil Updated Sep 10, 2026 4 min read cmpro-negotiation-playbook-form.md
Raw file servicenow.com

Fields on the Contract Analysis Playbook form define the negotiation guidance for a contract type and the conditions that determine when an external AI tool retrieves it.

Contract Analysis Playbook form

The fields on the Contract Analysis Playbook form are described in the following table.

Field Description
Name Unique name of the playbook.
Description Summary of the guidance that the playbook provides.
Application This field is automatically set per the application scope setting.
Request table Table that the conditions apply to, such as Contract request table [sn_cm_core_contract_request]. The conditions in the Conditions field are built against the fields of this table.
Order Value that sets the priority of the playbook within a contract type. When more than one active playbook matches a contract, the playbook with the lowest order value applies. The value must be unique for the contract type.
Contract type Contract type that the playbook applies to. Only active contract types are available.
Active Option to make the playbook available to the playbook tool. When selected, an external AI tool can retrieve the playbook. When cleared, the playbook tool does not return the playbook.
Content source Method used to provide the playbook content. Select Upload file to attach a document, or Enter manually to type the content.
Document Attached file that contains the playbook content. Supported formats are PDF, Word, Excel, PowerPoint, and Markdown, with a maximum file size of 800 KB. Use the Update or Delete option to replace or remove the file. This field appears only when Upload file is selected in the Content source field.
Conditions Conditions that determine when the playbook applies, built against the fields of the selected request table. When the conditions are empty, the playbook applies to all contracts of the contract type.
Playbook content Contract analysis guidance entered directly on the form. This field appears only when Enter manually is selected in the Content source field.

Parent Topic:Contract Management Pro reference

Related topics

Components installed with Contract Management Pro

Components installed with Contract Workspace

Components installed with Analytics Pack for Contract Management Pro

Contract request State and Contract document status in Contract Management Pro

Amendment and renewal interaction messages

Signatory roles

Clause Variation form

Contract Configuration form

Properties installed to configure expiry notifications

Properties installed to configure contracts integrations

Expiring Contracts Condition form fields

Action assignment form

UFX Add on Event mapping form

Obligation form

Obligation Management notifications

Contract analysis playbook tool messages

Contract request ticket page actions

Default availability of out-of-the-box record producers

Contract Management Pro glossary

Contract Management solutions

Keywords Contract analysis playbookPlaybook fieldsreferenceContract negotiation
Search documentation
Search document titles and file paths on the brazil branch