Requiring a dataform for workflow channels

To require a dataform to be completed before you can change the Contract Status, configure the HE_RequiredTablePerCodeEngine biz rule. This also puts a link on the Client Master header to access the dataform and complete it.

To configure the rule:

  1. Go to System Admin > Advanced > Manage Business Rules.
    The Custom Logic Rules dashboard opens.
  2. Locate and open the entry with Method Name HE_RequiredTablePerCodeEngine.
    The Rule Details form opens.

  1. Configure accordingly:
    • The CodeList field cannot have any spaces.
    • The CodeList field can be comma-separated with no spaces after the comma.
  2. Click Save.