Steps: Set Up Contract Lifecycle Management Workflows

Enable access to Workflow Builder.

You need administrator access or have a custom role with the Workflow Builder: Manage permission.

With Contract Lifecycle Management (CLM) you can configure contract workflows with conditions that activate defined events. In CLM, you can use Workflow Builder to define and automate each stage in the lifecycle for a contract, from intake to finalization.

Set Up a Document Template in Workflow Builder.

In the Workflow creation form, select the

Workday Source to Pay

toggle and select:

Procurement

to pass the contract to Procurement as a supplier contract.

Workday Strategic Sourcing

to create supplier contracts that are not passed to Procurement.

Select document type allowances.

Indicate if workflow users can upload existing documents, generate them from templates, or both. See Concept: Document Type Allowances.

Map template fields to intake form questions.

Use the

Form

tab to link placeholders in your .docx template to specific user responses. Configure any conditional fields, clauses, or requirements based on submissions. See Concept: Forms in Workflows.

Set Up Reviews in Workflows.

Set Up Signing Workflows.

Finalize Workflows.

Define post-signature tasks such as verifying the documents.

Configure workflow settings.

Set the archive destination, file naming conventions, and user access permissions on the

Settings

tab. See Concept: Workflow Settings.

Select a

Contract Type

to determine which procurement contract type Workday creates when the CLM ticket is finalized.

Publish the workflow.