This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform. This content was written for Appian 21.4 and may not reflect the interfaces or functionality of other Appian versions. |
The Requirement Management (RM) solution provides a contract file structure and the ability to intelligently file documents into the appropriate contract file folder. This allows users to more efficiently manage their contract files and documents.
This page describes how to update the contract file to your organization's structure and how to add text to use for search in the intelligent document filing.
The contract file has several parent folders and under each parent folder are a number of subfolders. Both the parent and subfolders can be modified.
To modify the contract file folders:
AS_RM_UT_contractingFolderStructure_v1_custom
.To allow the solution to search a document name and file it into the correct contract file folder:
AS_RM_UT_contractingFolderStructure_v1_custom
.EXAMPLE
The following is an example of a defined parent folder and subfolders in the AS_RM_UT_contractingFolderStructure_v1_custom
expression rule.
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...
{
folderName: "Requirements Development",
subFolders: {
{
folderName: "Acquisition Strategy, Analysis of Alternatives, IPT Documentation",
textMatch: {"Strategy",
"Acquisition Strategy",
"IPT"
},
subFolders: {}
},
{
folderName: "Acquisition Plan(AP)",
textMatch: {
"Acquisition Plan"
},
subFolders: {}
},
{
folderName: "Market Research Documentation",
textMatch: {},
subFolders: {}
},
{
folderName: "Requirements Checklist",
textMatch: {},
subFolders: {}
},
{
folderName: "Appointment Letters",
textMatch: {
"COR Appointment"
},
subFolders: {}
},
}
},
{
folderName: "Solicitation",
subFolders: {
{
folderName: "Combined Synopsis and Solicitation",
textMatch: {},
subFolders: {}
},
{
folderName: "Notice of Subcontracting Opportunities",
textMatch: {},
subFolders: {}
},
{
folderName: "Pre-Solicitation Notices, Synopsis(and Amendments), Exemption, Responses Special Notice",
textMatch: {},
subFolders: {}
},
}
}
...
Modifying Contract File Folder Structure and Intelligent Filing