Create a deflection rule for sales contracts
Create a deflection rule for providing guidance to requesters for a sales contract based on the specified conditions.
Before you begin
Role required: sn_lg_contracts.contracts_config
Procedure
Navigate to All > Legal Administration > Simple Contracts Admin > Deflection Rules.
Create or modify a deflection rule.
- To create a deflection rule, click New.
- To modify an existing deflection rule, open the deflection rule from the list.
- On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Unique name of the deflection rule. |
| Order | Order in which the deflection rule is run.If there are multiple rules that meet the conditions from a legal request, a deflection rule with a lower-order number is run for providing the guidance. |
| Active | Option for marking the deflection rule as active. |
| Short description | Brief description about the deflection rule. |
| Table | Table in which the contract requests are saved.The table name is automatically set to Sales Contract Support [sn_lg_ops_sales_contract_support]. |
| Conditions | Conditions under which the deflection rule applies. For example, to apply a rule when a sales contract has an opportunity size greater than or equal to $50,000, you would enter the following condition: [Opportunity size][greater than or is][$50,000]. |
| Guidance | Message that is shown to the requester while submitting a sales contract review request to provide guidance.For example, you can add a link to knowledge base article relevant to the legal request or to external web page. Note: Some formatting options, such as text alignment, underline text, and different fonts and sizes, might not apply in the output. |
Save the deflection rule.
- Save a deflection rule by clicking Submit.
- Save the changes to an existing deflection rule by clicking Update.