There are five options to trigger Rules and apply Actions using Automation: 'On Creation''On Edit''On all Tasks Completed', 'Budget Threshold Reached' and 'On Contract Value Change'.

Choose 'On Contract value Changed' and press [Save], you will then be presented with the 'Action' tab to add your Actions.

Fig 1 - Contract Value Change option

The 'On Contract value Change' trigger will apply your rule when you make a change to a Contract value.

  • If you create a 'On Contract Change' rule then the rule will trigger and each time an edit is done that affects the Contract value.
  • If you require a rule to trigger when a Contract is first created, for example, to add an action when it is a high value Contract, then you must use the 'On Creation' trigger instead.

An update to a Contracts value can be made in 3 ways:

  • Directly updating the Contract value field
  • Updating the Term value
  • Adding/removing Financial records

So your Rule could be:

'On Contract value Change' of a <Contract> <=>£40K>create a <Task> for the <Contract Manager>.

If you do not add any Criteria to your Rule then it will apply to all of your Entity records, if you wish the Rules to apply in certain circumstances then you must specify when the rule should apply using the Criteria.

Contract Value Criteria

There are 5 main field options for selecting Contract Value criteria

Fig 2 - Contract value Criteria options

These fields correlate with the options displayed in the Contract Value field:

[Value] Has value 

Fig 3 - [Value] Has Value field

This field can be used for a Rule to trigger if a Contract has a value update of 'Is', 'Has changed from' or 'Has changed to' 'No Value'

Fig 4 - 'No Value' Contract value option

TIP: If you have the 'Enter value' option selected but it is blank, this is interpreted and 0.00 and is a explicit numeric value.  A rule based upon 'Has Value = 'Is Yes' will only trigger for contracts where the 'No value' option has been set.

[Value] Lifetime value

Fig 5 - [Value] Lifetime value field

This field can be used to trigger a Rule if the' Lifetime value' has an update of  'Is', 'Has changed from' or 'Has changed to'

Fig 6 - 'Lifetime' value display

[Value] Annual value 

Fig 7 - [Value] Annual Value field

This field can be used to trigger a Rule if the 'Annual' value has an update of 'Is', 'Has changed from' or 'Has changed to'

Fig 8 - 'Annual' Contract Value display

[Value] Summary value once 

Fig 9 - [Value] Summary value once field

This field can be used to trigger a Rule if the 'Once' value has an update of 'Is', 'Has changed from' or 'Has changed to'

Fig 10 - 'Once' value display via Contract value field

Fig 11 - 'Once' value display using financial data

[Value] Summary value annual

Fig 12 - [Value] Summary value annual field

This field can be used to trigger a Rule if the 'Annual' value has an update of 'Is', 'Has changed from' or 'Has changed to'

Fig 13 - 'Annual' value display via Contract value field 

Fig 14 - 'Annual' value display using Financial data


Below are a few examples of Rules that can be created to trigger a specific Task when changes to the Contract value are made.

Fig 15 - Example Automation Rules

Advanced Contract Value calculations

When a Contract Value is calculated, the Annual, Lifetime, Summary and Once values are always calculated where they can. This calculation allows you to use the 'Advanced display options' in the Contract value screen to display the Contract Value in various ways.

Fig 16 - Advanced Contract value options

Regardless of the Contract Value you have entered or calculated via Financials, the Summary, Lifetime and Annual values are also calculated so they can be displayed if required.  With this in mind multiple rules could be triggered for the same action.

I could create a Contract with a Once value of £30K over 3 years, in the background the system calculates that its Lifetime value is £30K and its annual value is £10k.

If I had the below rules created then all would trigger

  • Rule 1 - Once value is £30k
  • Rule 2 - Lifetime Value is =>£20k
  • Rule 3 - Annual value is =<£10k