You can update the clauses after creating the clause record.

Prerequisite

Based on user roles, the administrator has assigned Read and Create permissions on the AgreementClause object and set field permissions for clause fields. For more information, see Managing Roles and Permissions.

To edit clause details

  1. Select a clause record to edit. This displays the Clause Details page.
  2. Click the Edit icon ().

    Note

    • The edit icon is displayed only if there are custom fields in the page layout.
    • You can edit only the fields for which the Editable button is toggled on.
  3. Update the required details and click Save.

Editing Multiple Clauses

You can select and edit multiple clauses at the same time from the clauses list.

To edit multiple clauses

  1. Go to the Contract Details page and in the LINKS panel, click Clauses to view the clauses list page.
  2. Select a set of clause records to edit or use the Advanced Search option to narrow down the list of clauses. This helps you to filter and find the specific clause records to edit.  For more information, see Searching Clause Records.
  3. Click the Bulk Edit icon (). This opens the Edit window, displaying the fields currently available on the grid, which are unpopulated.
    To add more fields to the grid and edit, select the View Settings option. For more information, see the "View Setting" section in Viewing Clause Details.
  4. Edit the fields and click Save.
    The fields for the selected clauses are updated.