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CLM for Advantage Platform

Contract Details and Actions

Contract Relationships

You can link one contract to another by creating standard or custom relationships between contracts. These relationships help track amendments, renewals, and other related agreements in a structured way.

  • Standard Out-of-the-box (OOTB) relationships: When you amend or renew a contract using contract actions, the system automatically creates a relationship between the original and the new contract. These relationships include Is Amendment For, Is Amended By, Is Renewal For, and Is Renewed By. These system-generated relationships are read-only and cannot be unlinked.

  • Custom relationships: Administrators can also define and manage custom contract relationships. Custom relationships allow organizations to create specific, tailored links between contracts beyond the default system-provided OOTB types like Amendment or Renewal. For example, administrators might define custom relationship types such as Is Superseded By or Is Related To to reflect organization-specific contract structures.

    These custom relationships are manually created by users, unlike OOTB relationships, which are automatically formed through contract actions such as amend or renew.

  • Parent-Child relationships: In addition to the relationships above, you can establish a parent-child relationship between two contracts. You can designate a parent contract either by using the Parent Contract field on the Contract Details page, or by selecting a parent when linking contracts in the Relationships tab. The parent contract displays the IsParentOf relationship, and the child contract displays the IsChildOf relationship.
    Note: If a parent contract is already linked to a contract and you designate a new parent, the system displays a warning. You can choose to override the existing parent designation or cancel the action.

Creating a Contract Relationship

Administrator has configured the following for the RelatedAgreement object in Admin Console > Schema Manager.

  • Added custom picklist entries for Relationship From Type and Relationship To Type.
  • Created a relationship between Relationship From Type and Relationship To Type.

In contract management, it is often necessary to define and manage relationships between contracts. While standard relationships such as Amendment and Renewal are automatically created by the system using contract actions, users can also manually create custom contract relationships to link contracts. This enables organizations to define relationships that reflect their unique business processes.

  1. Open the Contract Details page for a contract.
  2. In the LINKS panel, click Relationships.
  3. Click Link Contract.
    The contract lookup page opens and displays contracts associated with the same Account or Supplier as the current contract. This raises Link <contract name> window. The Relationship From field is auto-populated with the current contract name and is read-only. By default, the Relationship To lookup displays only contracts associated with the same account or supplier as the current contract.
    Note: You can use Advanced Search to further refine contract selection using account or supplier, contract type, and status category filters when creating contract relationships. For more information, see Searching Contracts.
    • Contract with Account: The filter applies to all contracts that have a linked account with a non-null account value.
    • Contract with Supplier: The filter applies to all contracts that have a linked supplier with a non-null supplier value.
  4. (Required) Select the relationship type from the Relationship From Type drop-down menu. This includes both OOTB and custom entries.
    Note: The Relationship To Type field defines how the related contract views or references the current contract. This is a dependent picklist that dynamically displays values based on the selected Relationship From Type. It serves as the inverse of the Relationship From Type and completes the two-way relationship between the contracts.

    For example, if you select Relationship From Type as Is Amendment For, the Relationship To Type is automatically defaulted to "Is Amended By". Similarly, selecting "Is Renewal for" for Relationship From Type defaults Relationship To Type to "Is Renewed By"F.

    F
  5. (Required) Search and select a contract by its name in the Relationship To field.
    This displays the Which is the Parent? (Optional) along with a message displaying the relationship established between the two contracts.
  6. (Optional) In the Which is the Parent? (Optional) section, select one of the following:
    • [From Contract] is the Parent: Designates the current contract as the parent.
    • [To Contract] is the Parent: Designates the linked contract as the parent.
      Note: Only one contract can be designated as the parent. Selecting one option automatically deselects the other. You can link contracts without designating a parent.
  7. Click Link.
    The relationship and parent designation are saved. The parent-child hierarchy is reflected in the Contract Tree Structure view. The Parent Contract field on the linked contract's details page is updated with the designated parent.
    Note: If the contract already has a parent contract linked, the system displays a warning. Click Confirm to override the existing parent designation or click Cancel to discard the change.

The Relationships table showing all the contracts related to the current contract is displayed.

ColumnDescription

Relationship From Type

Defines how the current contract relates to another (related) contract.

Relationship To Type

Defines how the related (or target) contract views its connection to the current contract.

Contract Name

Contract name related to the current contract.

Contract Number

Contract number related to the current contract.

Status

Status of the contract related to the current contract.

Actions

Action to remove a relationship between contracts. It is available only for custom relationships and not for system-generated relationships created through contract actions like Amend or Renew.

Unlinking a Contract Relationship

Learn how to unlink a custom contract relationship to remove unnecessary or erroneous associations between contracts.

You can unlink a custom contract relationship to remove the association between contracts. This action is helpful when the relationship is no longer relevant or was created in error.
Note: System generated relationships—such as those created automatically during Amend or Renew contract actions—are read-only and cannot be unlinked or deleted.
  1. Open the Contract Details page for a contract.
  2. In the LINKS panel, click Relationships.
    This page displays all the contracts related to the current contract.
  3. Click the Unlink icon for a relationship to unlink the relationship.
The custom contract relationship is removed between the contracts.

Creating a Parent-Child Contract Relationship

  1. Open the Contract Details page for a contract.
  2. Click Edit.
  3. In the Parent Contract field, add the name of a child contract.
  4. Click Save.
  5. In the LINKS panel, click Relationships.

    You can see the IsParentOf relationship is added. Similarly, you can see the IsChildOf relationship is added in the child contract.

User Guide
Conga
CLM

September 8, 2026