Hi All - I am wondering if there is any best practice documentation or if anyone has any insight on how to close out a contract request after a follow-on project has been created, essentially satisfying the request? Currently the contract request is left in "Draft" status and "Needs Approval". Please see the example below.
The general practice is that a contract request is created and approved and then a contract workspace is then create. That said this my not be the process that is used or needed at your company and therefore, we would suggest that you create a process that once the contract worksapce is published someone will close the associated contract request. Somce companies will close the contract request after the contract workspace is created.