Overview of contract input fields:
Contract templates consists of standard input fields and custom input fields.
- Standard fields are fields that are predefined in the system and have a fixed meaning.
- Custom fields are fields you create yourself and assign your own meaning to.
Standard fields and custom fields can be grouped and sorted to appear in the desired order within the contract templates. Certain standard fields are mandatory and cannot be removed from the contract templates.
Create custom input fields:
Custom fields can be created under "Settings > Go to input fields". Click "Create input field". The input field consists of the following:
- Name: Enter the name of the field, e.g. "Renewal Date".
- Description: Optionally, add a description to guide users when filling out the field. This text will appear as a tooltip via an info icon.
- Input type: Select the type of input, such as text field, dropdown – single select, number, etc. A full overview of all input types and their purposes is provided below.
Input types:
- Text field: Captures a single line of free-form text input.
- Multiline text field: Captures longer free-form text across multiple lines.
- Dropdown - Single select: Allows the user to choose one option from a predefined list.
- Dropdown - Multiple select: Allows the user to select multiple options from a predefined list.
- Date: Captures a single date input.
- Number: Captures numeric input (integers or decimals).
- Amount: Captures monetary values or currency amounts.
- Check box: Represents a binary choice: checked or unchecked.
- Legal entities: Input field for selecting legal entities (vendors, customers, group companies, etc.).
- User list: Input for selecting one or more users from a system-defined user base.
