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Document Generation Based on Dates?

Kerry_Sheehan

Hi All,

I was wondering if anyone has ever created a condition for the generation of a document based on an original agreement date? For context, we have a form MSA and a form Amendment to same. Right now our policy is that if you have an expired MSA with no active service orders, you should enter into a new agreement. However, if the effective date of the MSA was recent (1 year term signed in 2022), we might be willing to enter into a simple Amendment even if the SOs are expired. So, I'm looking for a way where if the workflow owner selects a date, it would condition to pull up an amendment instead of the full contract if it were after a certain date. Hopefully that makes sense.

Kerry

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