This section provides you with information about how to map provisions to the project-record type in Lightning.

Prerequisites

  • Ensure that you create project-record type mappings only in Lightning.

  • Ensure that the clause and field type IDE provisions are created.

  • Ensure that record types are available in Contract Management.

Restriction

You must not create project-record type mappings in Classic.

To add a project 

  1. Go to Intelligent Discovery Settings > Intelligent Discovery Data Mapping > Map Project-Record Type.
    This displays the IDE Map Project Record Types page.

  2. Click New.  
    This displays the Map Provisions page.
  3. Enter the Project Name and Record Type Name.
    The Clauses tab is highlighted by default.
  4. (Optional) Enter the Project ID if you have already created a project in Kira or Conga AI.
    If you leave the Project ID field blank, CLM creates a project in Kira or Conga AI, obtains the Project ID, and populates the Project ID field. 
  5. Click Add.
    This displays the Add Provision Clauses popup that contains a list of clause type provisions and also the provisions which are neither clause nor field type provisions.

  6. Use the search box to search for a particular clause or select multiple clauses and click Add.

    If the value of the Template Reference field is blank, you need to enter the appropriate value before saving the clause provision or you will encounter an error. 

  7. Scroll to the end of the page and click Save.
  8. Select the Fields tab. 
  9. Click Add. 
    This displays the Add Provision Fields popup that contains a list of field type provisions and also the provisions which are neither clause nor field type provisions.

  10. Use the search box to search for a particular field or select multiple fields and click Add.

    If the values of the Meta Data Field and Base Object field are blank, you need to enter the appropriate value before saving the field provision or you will encounter an error. 

  11. Scroll to the end of the page and click Save.

  12. Select the Sync IDE Provision checkbox to update the provision details (base object, template reference, and metadata) in the default provisions list.
    All the clause and field provisions are selected by default. You can unselect the clause and field provisions that you do not want to sync to the default provisions list. If you do not select the Sync IDE Provision checkbox before saving the mapping, the changes to the provisions are not updated in the default provision mapping.

    When you select the Sync IDE Provision checkbox, clauses and fields are mapped to provisions.

  13. Click Save on the top-right corner of the page.

To edit a project or provision details

  1. Go to the IDE Map Project Record Types page.
  2. Next to the project name, click  and select Edit.
    This displays the Map Provisions page.
  3. Hover on any field and click the edit icon () beside any editable field.
    This makes the field editable.
  4. Update the field and press Enter or click anywhere on the page.
    This updates the field. 
  5. Perform one of the following tasks according to your requirement:
    1. Click Save on the top-right corner of the page.
      This saves the mapping but does not sync the provisions to the default provisions list.

    2. Select the Sync IDE Provision checkbox and click Save on the top-right corner of the page.
      This syncs all the provision details in the default provisions list and saves the mapping.

      When you select the Sync IDE Provision checkbox, clauses and fields are mapped to provisions.

To clone the provisions to project-record type mapping

  1. Go to the Map Provisions page.
  2. Click Clone.
    This displays a confirmation message.
  3. Click Ok.
    This clones the provisions to the project-record type mapping. The Record Type is not cloned.

To delete provisions

  1. Go to the Map Provisions page.
  2. Select the checkboxes beside the field provisions or clause provisions you need to delete.
  3. Click Delete.
    This displays a confirmation message.
  4. Click Delete.
  5. Scroll to the end of the page and click Save.

To delete the provisions from project-record type mapping

  1. Go to the IDE Map Project Record Types page.

  2. Next to the project name, click  and select Delete.
    This displays the Delete IDE Map Project Record Type popup.

  3. (Optional) Select the Delete mapping from the AI Engine checkbox to delete mappings from Kira or Conga AI/Conga AI.
    If you leave the Delete mapping from the AI Engine checkbox unselected and click Delete, the mappings are deleted only from IDD.
  4. Click Delete.