Configure contract template rules
Configure a rule to identify the contract document template used for generating the contract document for a request.
Before you begin
Role required: sn_cm_core.contract_config
About this task
If you want the variables related to contract request to be available in condition builder, add the contract request reference to your application table. For more information, see Enable contract request fields in condition builders
Procedure
-
Navigate to All > Contracts Core > Contracts Administration > Contract Template Rules.
-
Select New.
-
On the form, fill in the fields.
|
Field |
Description |
|---|---|
|
Name |
Unique name of the contract template rule. |
|
Description |
Description of the contract template rule. |
|
Requested table |
Table in which the contract requests are saved.Note:
|
|
Category |
Category of the document template. |
|
Template |
The published and active contract template that will be used to generate the contract document. |
|
Order |
Order in which the selection rule is run.If multiple rules meet the conditions from a contract request, the template rule with the lowest- order number is run for selecting the template. |
|
Request type |
Type of request the template rule is applicable to.For contract requests, select New Contract; for amendment requests, select Amendment; and for renewal requests, select Renewal. |
|
Active |
Option for marking the rule active. Only active rules are considered while submitting a request and identifying the appropriate template |
|
Applies to |
Conditions under which the contract template is selected. For example, to apply a rule when a contract request is submitted in an NDA category, you would enter the condition [Category][is][NDA]. |
\[Omitted image "cmpro-ct-rules.png"\] Alt text: Configure contract template rules
What to do next
---
title: Configure contract template rules
description: Configure a rule to identify the contract document template used for generating the contract document for a request.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/contract-management-pro/cncore-config-template-rules.html
release: brazil
product: Contract Management Pro
classification: contract-management-pro
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Configure, Contract Management Pro, Legal and Contract Operations, Employee Service Management]
---
# Configure contract template rules
Configure a rule to identify the contract document template used for generating the contract document for a request.
## Before you begin
Role required: sn\_cm\_core.contract\_config
## About this task
If you want the variables related to contract request to be available in condition builder, add the contract request reference to your application table. For more information, see [Enable contract request fields in condition builders](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/cncore-add-cmr-condtion-build.md)
## Procedure
1. Navigate to **All** > **Contracts Core** > **Contracts Administration** > **Contract Template Rules**.
2. Select **New**.
3. On the form, fill in the fields.
<table id="table_nbm_c44_bhb"><thead><tr><th>
Field
</th><th>
Description
</th></tr></thead><tbody><tr><td>
Name
</td><td>
Unique name of the contract template rule.
</td></tr><tr><td>
Description
</td><td>
Description of the contract template rule.
</td></tr><tr><td>
Requested table
</td><td>
Table in which the contract requests are saved.**Note:**
- The Contract Request table \[sn\_cm\_core\_contract\_request\] is selected by default to centralize the configuration on a single table and improve and reusability across product lines. You can choose to configure the template rules on a different table.
- For standalone requests the configurations should be done on the Contract Request table \[sn\_cm\_core\_contract\_request\].
</td></tr><tr><td>
Category
</td><td>
Category of the document template.
</td></tr><tr><td>
Template
</td><td>
The published and active contract template that will be used to generate the contract document.
</td></tr><tr><td>
Order
</td><td>
Order in which the selection rule is run.If multiple rules meet the conditions from a contract request, the template rule with the lowest- order number is run for selecting the template.
</td></tr><tr><td>
Request type
</td><td>
Type of request the template rule is applicable to.For contract requests, select **New Contract**; for amendment requests, select **Amendment**; and for renewal requests, select **Renewal**.
</td></tr><tr><td>
Active
</td><td>
Option for marking the rule active. Only active rules are considered while submitting a request and identifying the appropriate template
</td></tr><tr><td>
Applies to
</td><td>
Conditions under which the contract template is selected. For example, to apply a rule when a contract request is submitted in an NDA category, you would enter the condition **\[Category\]\[is\]\[NDA\]**.
</td></tr></tbody>
</table>4. Select **Submit**.
\[Omitted image "cmpro-ct-rules.png"\] Alt text: Configure contract template rules
## What to do next
[Create a contract configuration](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/cncore-contract-config.md)
| title | Configure contract template rules |
| description | Configure a rule to identify the contract document template used for generating the contract document for a request. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/employee-service-management/contract-management-pro/cncore-config-template-rules.html |
| release | brazil |
| product | Contract Management Pro |
| classification | contract-management-pro |
| topic_type | task |
| last_updated | 2026-03-12 |
| reading_time_minutes | 1 |
| breadcrumb | ConfigureContract Management ProLegal and Contract OperationsEmployee Service Management |