The Select Managed Obligations button allows you to to add new Managed Obligations to an agreement. This button is available on the Related List of an agreement and provides a list of obligations from you to choose from. 

Adding the Select Managed Obligations button to a Page Layout

  1. In Salesforce, navigate to your agreement.
  2. Click the gear icon in the upper right corner.
  3. Click Edit Object.
  4. Click Page Layouts.
  5. Click on the name of your existing page layout. For example, click Contract Agreement Layout.
  6. Under the Fields section, click Related List.
  7. Click the wrench icon in the Managed Obligations Related List section.
  8. Under the Buttons section, select Select Managed Obligations from the Available buttons list, click Add to move it into the Selected Buttons list, and click Ok.
  9. Click Save.

The Selected Managed Obligations button is now available in the Related List of your agreement.

Adding Obligations with the Select Managed Obligations button

After you've added the Selected Managed Obligations button to a page layout, you can begin adding Obligations to an agreement with the following steps:

  1. Navigate to your agreement.
  2. Click the Related tab. 
  3. Click Select Managed Obligations. 
  4. Under Available Obligations, click the plus icon (plus)  next to the obligation you want to add to your agreement. You can select multiple obligations. To remove an obligation, click the X icon next to the obligation listed under Selected Managed Obligations. 
  5. Click Save.

Your selected obligations now display in the Managed Obligations section of your Related tab in an agreement. 

Limitations 

Managed Obligations added through an Agreement Lifecycle Event will display in the Selected Managed Obligations panel, but you will not be able to delete them.