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Create Contract Document Generation Action

Create a contract for a specified record.

This action is available in API version 61.0 and later.

Supported REST HTTP Methods

URI
/services/data/v65.0/actions/standard/createClmContract
Formats
JSON, XML
HTTP Methods
POST
Authentication
Authorization: Bearer token

Inputs

Input Details
contractRecordType
Type
String
Description

Required

API name of the contract record type

documentTemplateName
Type
String
Description

Required

Name of the document template to use when creating the contract

sourceRecordId
Type
ID
Description

Required

ID of the record to use to populate the fields on the contract

isCreateContractDocument
Type
Boolean
Description

Required

Indicates whether to create a contract document in addition to the contract (true) or not (false).

Output

Output Details
contractId
Type
String
Description

Collection that contains the ID of the contract that was created

Usage

Sample Input

This sample request is for the Create Contract Document Generation action.

1{
2  "sourceRecordId": "13ZSB0000000OYxxAM",
3  "contractRecordType": "ContractLifecycleManagement",
4  "documentTemplateName": "SAMPLE_LoanApprovalTemplate",
5  "isCreateContractDocument": true
6}
Sample Output

This sample response is for the Create Contract Document Generation action.

1{
2  "contractId": [
3    "800SB00000KLbHxxA1"
4  ]
5}