About this guide

This guide provides an overview of the rule conditions and action relating to when a note is added onto a contract.

Configuration

Contract – Note Added

This rule option runs whenever a note is added to a contract. The rule type can use the following conditions to determine when it should run:

• Contract note type - select one or multiple contract types for which the rule should run for.
• Contract type – select one or multiple contract types for which the rule should run for.
• Contract subtype – select a contract type and then select one or more sub-types for that type.
• Contract status – select one or more contract status’s that the rule will check the contract for.

When this rule type is run it can perform the following actions:

• Update contract status – Change the status of the contract to another
• Notify party – send the selected notify type to the party on the contract
• Copy note to parent service request – adds the note that activated the rule directly to the parent service request

An example of a rule set up using this rule option may look like: