The Contract Types table is a background table used to populate the Contract Type field of a contract Contract record. Each Contract Type record holds a value displayed as a choice in the Contract Type field. It The Contract Type also determines the default approval workflow for the contractContract record, the default print template for auto-generation of draft contract documents, as well as the risk conditions used for risk analysis, and the Task creation method.

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Use Case

Contract Types can be created and edited by admins and Contract Managers. The Contract Type, Contract Type ID, Has Print Template(s), Default Print Template ID, and Contract Type Default Workflow ID, Extra Fields to Show are pulled into the Contracts table as a link to selected fields from the Contract Type table.

The Default Workflow Title field is used to set the value for the linked field in a Contract that pulls in the Workflow Title from the Workflow table. Selecting a Default Workflow Title in the Contract Type record creates a link to the workflow. The choices available in this field are tied to the Available Workflows field in the Print Templates and Workflows tab.

If the Has Print Template(s) field value is Yes, additional fields in the Contract record are visible: Print Template to Generate and Create and Attach (an action button). The Default Print Template ID field is used to determine the default value in the Print Template to Generate field. Selecting a Default Print Template Title in a Contract Type record creates a link to the print template and updates the Available for Contract Types field in the associated Print Template record.

The Default Workflow Title field is used to set the value for the linked field in a Contract that pulls in the Workflow Title from the Workflow table. Selecting a Default Workflow Title in the Contract Type record creates a link to the workflow.

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You can view all associated print templates, workflows, and risk conditions on the Print Templates and Workflows tab of a contract type Contract Type record. From here you can use the related table action bar to Unlink a print template, workflow, or risk condition from the contract type record if necessary.

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The availability of the Task tab and Task fields within the Contract record are controlled by the Uses Tasks field on the Contract Type tab. When Uses Tasks is set to Yes, the Tasks tab appears after the Print Templates and Workflows tab of the Contract Type record. The Contract Manager or Admin should then define the Task Generation Method and define if Ad Hoc Tasks can be added on the Contract.

The Task Generation Method field has three options:

• Predefined Task Workflow
• User Selected Tasks
• User Generated Ad-Hoc Tasks

The following sections describe how to use each of the Task Generation Method options:

Predefined Task Workflow

This method should be used when the tasks that need to be completed are standard for the current contract type. Enable Ad Hoc Tasks can be set to yes to allow the creation of unique tasks from the Contract record. To create a predefined task workflow:

1. Ensure that Uses Tasks is set to Yes on the Contract Type tab.
2. On the Tasks tab, click Create New Task Workflow. Refer to Task Workflow for more information. The new workflow appears in Available Task Workflows.
3. Define the Default Task Workflow Title.
4. Once the Default Task Workflow Title is defined, the Task Templates for the selected workflow appear below. To edit these task templates, refer to the Task Template section.

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User Selected Tasks

This Task Generation Method allows for the user to select the appropriate tasks from a multiple choice check box on the Contract before generating the tasks.

1. Click Create New Task Template to create the associated tasks. 
2. Define the User selectable for Contract Types field if it has not been set. Refer to the Task Template section for more information on creating task templates.

User Generated Ad Hoc Tasks

Select this Task Generation Method if there are no standard tasks associated with a contract type, and the user should be able to create tasks manually.