Properties in Workflow Designer

Default Properties

• The Counterparty Name property is required in every workflow configuration and collects the counterparty’s name.
• New workflow configurations have a Counterparty Signer, which requires a Counterparty Signer Name and Counterparty Signer Email property. To manage your signers, click the Sign tab.
• Lifecycle preset is a set of properties and conditions to manage your contract status and renewals. To learn more about the lifecycle preset, refer to Use the Lifecycle Preset.

Best Practices

• Always try to use an existing property if it already exists rather than creating a new one. Using the same property across workflow configurations will help you maintain a clean data schema in Ironclad and offer more robust reporting. For example, rather than having two properties: Contract Value and Total Contract Value, choose one to represent contract value so that you can filter and report on contract value across all of your contract types.
• Be thoughtful when creating and naming new properties, however, you can always correct your mistakes later on.
• You cannot edit the property type after creation. To create a property with the same name but different type, delete the property from Data Manager, and then create a new property with the new type.

Create a Property

1. Click on the Workflow Designer tab and select the workflow configuration you want to add a property to.
2. In the Properties and Conditions panel located on the left, click the plus icon.
3. Under the Create New section, select Property.
4. Name your property, select the type, write a helpful description, and manage the property’s visibility.
5. 1. Display Name: The property’s display name will be referenced throughout the contract lifecycle such as during negotiation, on the Dashboard, in the Repository, and in Insights. Choose a clear name that you and your contract requestors will understand. Duplicate display names with other custom properties or Ironclad default properties are not allowed.
   2. Type: The property type dictates how the information will be collected and which operations can be performed on it via formulas and throughout reports.
   3. Description: A small description to help you and your team understand what the property is.
   4. Visibility: Manage whether or not this property appears downstream on the contract record in the Repository.
   5. • Keep the visibility ON for properties you need to track and report on.
      • Turn visibility OFF for properties that are only needed during the workflow and are not needed for reporting purposes, like an intermediary property collected to trigger conditions.
6. If you want to add a formula, click the plus sign located beside Formula. To learn more about how to build formulas, refer to Manage Formulas.
7. Click Save. Once you save the property, this property is now part of your company’s data schema. You can access this property in your current workflow configuration, as well as incorporate it in any other workflow configuration.
   
   NOTE
   Properties for File and Related Record types are local to a workflow configuration and cannot be used across configurations or managed via Data Manager.

Add an Existing Property

1. Click on the Workflow Designer tab and select the workflow configuration you want to add an existing property to.
2. In the Properties and Conditions panel located on the left, click the plus icon.
3. Scroll through the Use Existing property selector to find the property you want to add to your workflow configuration. Each existing property display how many other published configurations it is used in. Unpublished configurations do not count towards usages. If you don’t find the property you are looking for, you can create a new one.

Edit a Property

1. Click on the Workflow Designer tab and select the workflow configuration you want to edit.
2. In the Properties and Conditions panel located on the left, find the property you want to edit and click the three stacked dots beside it. Click Edit property.
3. • Admins can edit the property’s Display Name, Description, Formulas, and Visibility. A property’s type cannot be updated after creation. When you make an update to a property, that update will impact all usages of the property. Usages include any other workflow configurations, inflight workflows, records it is used in, along with filters and columns on the Dashboard, Repository, and Insights.
   • Non-admins with Workflow Designer access cannot make updates to a property after it is created. You can only create new properties and add existing properties. Contact your admin to upgrade your role to an Ironclad Administrator if you need property edit rights.

Remove a Property

1. Click on the Workflow Designer tab and select the workflow configuration you want to edit.
2. In the Properties and Conditions panel located on the left, locate the property you want to remove.
3. Click the three stacked dots beside it, and then click Remove Property.
4. If there are any errors, resolve them by removing any local usages of the property in the workflow configuration.

Delete a Property

1. Click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Data Manager.
2. Find the property you want to delete.
3. Remove all usages of the property. You can only delete a property if it is no longer in use throughout Ironclad.
4. Delete the property.

Organize, Reorder, and Favorite Properties

1. Click on the Workflow Designer tab and select the workflow configuration you want to edit.
2. In the Properties and Conditions panel located on the left, click the plus icon, and then click Reorder.
3. Drag and drop the properties to reorder them.
4. To create a new section, click Add Section. You can rename the section, and then drag and drop properties into it.
5. To favorite a property, click the star next to the property. This will highlight the property on the right side panel of the launched workflow to make it easier to find.

View a Property’s Usage

1. Click on the Workflow Designer tab and select the workflow configuration you want to edit.
2. In the Properties and Conditions panel located on the left, find the property you want to view and click the three stacked dots beside it. Click Edit property.
3. Click the Usage tab.