You can configure the system to allow the users to create contracts quickly, without selecting contract creation options or filling in the contract details. A scenario where this configuration can be used is - There is a team in an organization that manages only NDA contracts. The contract creation process for these contract types should be simple without any need to select the contract creation option or fill up a lot of information. It should be possible for the team to simply initiate the contract creation process with default values configured in the schema. The contract manager can then edit the contract details with all the necessary information.

Prerequisite

  • The Contract Name field for the Agreement object is configured.

To enable a record type for the permission group

  1. Using the /api/user-management/v1/recordtype-permissions API, enable the required record type for the permission group.

To specify a default value for contract names 

  1. Click the App Launcher () icon from the top-left corner then go to Admin Console > Schema Manager.
  2. Search and open the Agreement object. 
     
  3. In the Field tab, click More () icon for the Contract Name field and select Edit.
  4. In the Default Value, specify the default contract name with which the contracts should be created.
  5. Click Save.

You have configured the system for quick creation of contracts. When the user click Create New Contract, a contract for the record type enabled for the user's permission group is created with its name as the default value specified for the contract name field for the Agreement object. The contract details page is displayed. The contract information can be modified as needed.