Contract Expert Rule Statuses and Available Actions

Statuses track the life cycle of a Contract Expert rule from creation through activation and revisions as well as restrict available actions.

Contract Expert Statuses and Available Actions

This table describes available rule statuses and lists the permitted actions for each.

Status

Description

Available Actions

Draft

When you first create a rule, it remains in the Draft status until you activate it and it passes all the validation checks without error.

  • Activate

  • Edit

  • Delete

  • Duplicate

Active

The rule was activated and passed validation.

  • Edit

    You can edit an Active rule, to create a new version. This version remains in the Revision status until you activate it and it passes all the validation checks. Until it does, the old version remains active. Once the new version is in the Active status, it automatically replaces the old version.

  • Disable

  • Duplicate

Revision

The status of an active rule that was edited. The new version of the rule remains in this status until it passes validation and become active.

  • Activate

  • Edit

  • Delete

  • Duplicate

  • Disable

Disabled

The rule was disabled using the Disable action.

Duplicate

You can activate a draft rule. When a rule is active, then you can either edit it or disable it. When you edit a rule, the application creates a revision of the active rule. When you disable a rule, then it's status is changed to disabled. This diagram illustrates the rule statuses and main actions.

Contract Expert rule statuses and the main actions they permit.