Configure contract template rules

task brazil Updated Mar 12, 2026 1 min read cncore-config-template-rules.md
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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

  1. Navigate to All > Contracts Core > Contracts Administration > Contract Template Rules.

  2. Select New.

  3. 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:

  • 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].

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].

4. Select **Submit**.
\[Omitted image "cmpro-ct-rules.png"\] Alt text: Configure contract template rules

What to do next

Create a contract configuration

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