How to set up the contract workflow?

To create a state or change the settings of an existing state, follow these steps:

1. Go to Settings | Contracts | Workflow;

2. In the list of states, click on Create to create a state, or select the desired state to change its settings;

3. In the General tab, fill in the state details:

   • State;

   • Description (required);

   • Localized Description;

   • Color: select the state color. The initial value is Gray;

   • Entity (required): select CONTRACTSTATES.CONTRACTSCORE;

   • Is Initial State: by default, entities are created in the state defined as initial;

   • Is Final State: defines the end of the entity's state flow, so it cannot have transitions to other states;

   • Is Locked For Changes;

   • Transitions section: in each row, fill in the Target Entity State and Need Justification columns;

4. In the Contract tab, in the Configuration section, configure the Canceled option: if active, items in the configured state are considered “trash”;

5. Click on:

   • Save and New, to save the state and start a new record;

   • Save, in the arrow next to the Save and New button, to save only the state.

When creating and editing states, the following rules apply:

• There must be one initial state and one final state for each entity;

• To fill in the remaining description languages, edit the state with a user who has the language configured in their profile.