The Contract Types module in Admin > Contract Types enables you to create and manage contract types for the Contracts module. When a contract type is created, it will display in the Type Name field in the Contracts module for users to select. Please note that when a contract record is created with a specific contract type, the related documents to the contract type will also appear in the Documents subpanel of the contract record.
Only administrators or users with developer-level role access have the ability to modify the available contract types and the order in which they appear in the Type Name field. This documentation will cover the basics of the Contract Types module as well as the various options available in performing the actions related to the module.
Note: The Contracts module is not available for Sugar Serve users. For more information on license types and the functionality available for each type, refer to the User Management documentation.
Contract Type Fields
The Contract Types module contains two stock fields which come out-of-the-box with Sugar. For information on using and and editing various field types, refer to the User Interface documentation. Please note that Contract Type fields are not editable via Admin > Studio as the module does not exist in Studio.
|Name||The name of the contract type|
|List Order||A number to specify the order in which the contract type is displayed in the Type Name field in the Contracts module|
Working With Sugar Modules
While the Contract Types module has some features that only apply to contract type records, it also uses the Sidecar user interface that most Sugar modules are based on. In the table below, the left column contains links to the User Interface page covering topics that are applicable to all Sidecar modules. The right column has links to sections of the current page that cover topics specific to contract types.
|General Instructions for Working With Sugar Modules||Contract-Types-Specific Instructions|
|Use the links below to navigate to the User Interface page which covers topics generic to many Sugar modules.||When Contract-Types-specific help exists for each topic, use the links below to navigate to sections of the current page.|
|Searching for Records|
|List View||List View Mass Actions Menu
List View Record Actions Menu
|Record View||Record View Actions Menu|
|Editing Records||Ordering Contract Types|
|Finding Duplicate Records|
Contract Types Menu
The Contract Types module contains various options and functionality which are available via menus in the module tab, list view, and record view. The following sections present each menu and its options with links to more information about each option in the User Interface documentation or, for Contract Types-specific functionality, within this page.
Module Tab Menus
The Contract Type module tab can be accessed by navigating to the Admin page and clicking the Contract Types link in the Contracts section. Once in the Contract Types list view, you can click the triangle in the Contract Type module tab to display the Actions and Recently Viewed menus. The Actions menu allows you to perform important operations within the module. The Recently Viewed menu displays the list of contract type records you most recently viewed.
The module tab's Actions menu allows you to perform the following operations:
List View Menus
The Contract Types list view displays all contract type records and allows for searching and filtering to locate specific contract types. You can view the basic details of each record within the field columns of the list view or click a contract type's name to open the record view. To access the module's list view, simply navigate to the Admin page and select "Contract Types" under the Contracts panel. You can also click the module's tab in the navigation bar once the Contract Types module opens.
List View Mass Actions Menu
The Mass Actions menu to the right of the checkbox option in the list header allows you to perform mass actions on all currently selected records. You can use the checkbox on each record's row to select individual contract type records or click the checkbox in the list header to select all records displayed in the current set of list view results.
The Mass Actions menu allows you to perform the following operations:
|Merge||Merge two or more duplicate contract types|
|Delete||Delete one or more contract types at a time|
|Export||Export one or more contract types to a CSV file|
List View Record Actions Menu
The Record Actions menu to the far right of each record's row allows you to perform actions on the individual contract type directly from the list view.
The list view's Record Actions menu allows you to perform the following operations:
|Preview (Eye icon)||Preview this contract type in the intelligence pane|
|Edit||Edit this contract type|
|Delete||Delete this contract type|
Record View Actions Menu
The Contract Types record view displays a single contract type in full detail including its fields and subpanels of related records. To access a contract type's record view, simply click the hyperlinked contract type name in the Contract Types list view. The record view's Actions menu appears on the top right of the page and allows you to perform various operations on the current record.
The Actions menu allows you to perform the following operations:
Ordering Contract Types
When creating contract types, you will define the order in which the contract type option is displayed in the Type Name field of the Contracts module. Enter the numeric value (e.g. 1, 2, 3) in the contract type record's List Order field to determine the order it will display in the contract's Type Name field. For example, a contract type with a list order of "1" will be displayed at the top of the list followed by the next value (e.g. 2), and so forth. Please note that you can change the list order by editing the contract type via the list view or record view.
Last modified: 2020-02-04 00:12:57