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Add a contracts view varient to show contracts that have expired are are about to expire
- Select "Relationships" then "Contracts" from the navigation panel
- Select "Relationships" then "Contracts" from the navigation panel
- Click on the "view Variants" button and save a new view variant called "Review contracts that have expired or are about to expire"
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- The right click on the column heading and left click on "filter editor"
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- Add two groups to your filter until the result looks like the example below
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- Then click ok to see the contracts that have expired
- Use column chooser to add "workflow status" to your list view:
- Contracts with an "Active" workflow status have not expired yet
- Contracts with a "Completed" workflow status have expired