Hey everyone,
I’m trying to understand how to use a variable to assign multiple document metadata attributes for review in a CLM review step. Here’s my scenario:
I have ~30 different documents that share some attributes but not others. For instance, Doc A has Effective Date and Cost that need to be reviewed and Doc B has Effective Date and Contract Duration that need to be reviewed. The thing is, all the documents follow roughly the same review and approval process. As such, I’m trying to create a utility subflow for review/approval that can be leveraged by every document. However, this requires that I can pass the subflow the attributes for review in variable form so they can be dynamically set. Otherwise I will need a huge decision point within the subflow to dictate which document metadata needs to be reviewed, which basically eliminates the value of the subflow. I’ve searched around including trying to follow the guidance here that “when using a variable, separate with #.# .
Example: #.#StandardAttributes “, but I can’t figure out how I format it correctly. Should I be setting the document attributes and thencreating a string of the attribute names like #.#Effective Date#.#Cost to pass to the review step?
Thanks for any and all help!