The following content provides information about Admin entries name, values and their purpose.

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This property allows you to add a maximum of 4 fields that must be displayed on the Agreement Hierarchy for an account. If no value is provided for this property, Account Name, Account Number, and Account Owner fields are displayed.

Value: <Field API Name>:<User defined field label>

Sample Value: AccountNumber:Account Number,OwnerId:Account Owner,Owner.Name:Owner Name,AccountSource:Account Source

This property allows you to add a maximum of 4 fields that must be displayed on the Agreement Hierarchy page. If no value is provided for this property, the Agreement Number and Status Category fields are displayed.

Value: <Field API Name>:<User defined field label>

Sample Value: Apttus__Contract_End_Date__c:End Date,Apttus__Activated_Date__c,Apttus__Agreement_Number__c:Agreement Number

Publishing a template takes the text from any referenced clauses and enters it inline as part of the template text. This functionality allows the clause template changes to be reflected in the agreement template and creates a new published version document in the Notes and Attachment section of the Template. Whenever the agreement document generation exceeds 60 seconds, users get timeout message and this is NOT an error message. To make sure the status changes during this scenario, add these Admin entries.

Value: TRUE

This automatically enables Content Search on an activated agreement. By setting the flag to true, the system skips the prompt to select attachments for content search. The attachment already selected as part of the activation process will be automatically enabled for content search.

Value: TRUE

This property allows you to configure the custom objects that need to be cloned as part of the agreement clone, amend, and renew operation. 

Value: XML

Code: You need to provide the configuration in the Code field. For more information, see Configuring APTS_ComplyConfig.

This property along with Enable PDF Security (comply system property) allows you to control restriction for agreement documents:

  • Generated in PDF format.
  • Checked-in from X-Author Contracts as Final-to be signed with Create PDF attachment option selected. 

Value: XML

Code: You need to provide the configuration in the Code field. For more information, see PDF Security for Agreement Documents.

This property is used to indicate the content type to associate the published documents with. If this property is not specified, no content type will be used.

Value: <content type name>

Set this property value to "content." The default setting is "document," which routes ALL activated documents to an Apttus folder. Changing this setting tells the system to use content repository settings for routing documents. 

content

This enables you to add and customize the action panel in classic mode for community portals.

Value: <API name of buttons>

To track the time spent in between two statuses or status Categories. Entry for the specified status changes under Cycle Time Group tab must be created

Value: TRUE

This property is used to indicate the default content workspace to publish the documents selected by the user during the agreement activation process. The user activating the agreement must be a member of the default content workspace.

Value: <default workspace name>

This specifies the name of the default contact to resolve merge fields in an email template. To specify the name of a contact to send emails to, if a contact is not defined for the agreement. If this property is not defined and the agreement does not have a primary contact, the merge fields in the email would not be resolved to their values.

Value: <Name of the contact>

A text property to hold the name of the default email template folder.

This property allows you to add fields that must be displayed on the Document Search page in the Basic Filters section. If this property is not defined, Agreement Number, Agreement Name, Owner ID, Status, Status Category, Agreement Start Date, Agreement End Date, Account, and Record Type fields are displayed. If this property is defined, the defined fields along with Account and Record Type fields are displayed. The Account and Record Type fields are displayed irrespective of the property.

Code: <Field API Name>,<Field API Name>

Sample Code: Apttus__Contract_End_Date__c,Apttus__Activated_Date__c,Apttus__Agreement_Number__c

This property enables you to combine the documents, based on the record type, when you send for signatures using DocuSign. If you set to the property to "all;<recordtype>;<recordtype>;<recordtype>", all takes precedence over the record types. This admin entry overrides the system property RetrieveAsCombinedDocument in DocuSign.

Valuesemicolon separated record type names or all

Sample Value: NDA;sla;MSA

In the multicurrency enabled orgs, this property allows you to not prefix currency symbol before the currency related fields in the generated documents based on the Enable Formatting value in X-Author for Contracts.

Value: True

This property allows you to copy the opportunity field from the Opportunity object to the agreement on sending a document for eSignatures using Adobe Sign. 

If the property is set to true, the opportunity field is not copied to the agreement and the platform license users can send the agreement document for eSignature using Adobe Sign. If this property is not configured or set to false, the opportunity field is copied to the agreement and the platform license users cannot send the agreement document for eSignature using Adobe Sign.

Default Value: False

If no value is added, the viable days of thedownloadablelinkisconsideredas7 days and after 7 days the downloadable link will be inaccessible.

Value: Enter the number of days to expire the downloadable link

A text property to hold the name of the email template for Send for Review action.

This property can only specify values for Email Templates with the "Available for Use" flag set to true.


Value
: Email Template Name or Template Unique Name

A text property to hold the name of the email template to use for Send for Review and Send for Signatures actions. This property is only used if APTS_EmailTemplateForReview and APTS_EmailTemplateForSignatures are not specified.

This property can only specify values for Email Templates with the "Available for Use" flag set to true.


Value
: Email Template Name or Template Unique Name

A text property to hold the name of the email template for Send for Signatures action.

This property can only specify values for Email Templates with the "Available for Use" flag set to true.

Value: Email Template Name or Template Unique Name

This enables you to launch the custom Email Address Lookup pop-up for the Send for Review and Send for Signature functionalities. On this page, you can quickly search and select contacts for the Additional To, Cc, and Bcc fields, if there is a large number of contacts (for example, more than one million). For more details, see Sending an Agreement Document for Review and To Send an Agreement for Manual Signature in the Contract Management on Salesforce Spring 2018 MR User Guide.

Value: True

This entry associates the Agreement Term Exception related list to the Agreement record after you have associated your Term Exception with the clause and the clause is inserted in your agreement template.

Value: True

Setting the property to true displays an error message while sending a document for signatures or review when the email IDs or contacts specified in the To or Additional To fields are invalid.

Value: TRUE

This property allows you to add fields that must be displayed on the In-Effect View page in the Agreement Details In Effect section. If this property is not defined, Agreement Name, Agreement Start Date, Agreement End Date, Term (Months), and Total Agreement Value fields are displayed. If this property is defined, only the defined fields are displayed, but not the default fields.

Code: <Field API Name>,<Field API Name>

Sample Code: Apttus__Contract_End_Date__c,Apttus__Term_Months__c,Apttus__Total_Contract_Value__c

When you configure this admin entry and check-out an agreement document in X-Author Contracts, you can restore the metadata of a corrupted agreement document. For more information, see Restoring Document Metadata topic in X-Author Contracts on Salesforce Spring 2020 User Guide.

Value: TRUE

Whenever the agreement document generation exceeds 60 seconds, the timeout message is displayed. This is NOT an error message. To make sure the status changes during this scenario, add these Admin entries

Value: TRUE

This specifies whether the related list should be sorted by the name field in the generated agreement document. When enabled the related lists will be printed in the agreement’s merge documents in the order of the name field of the related list.

Value: TRUE

Use this property to add support for custom object generation for objects that do not have a CurrencyIsoCode field (e.g., "EventRelation," "Task," "TaskRelation"). Separate Object names using a comma or new line. This property is only applicable to templates in multi-currencyorgs.

Value: XML

Code: <Object API name>

Use this property to add support for custom object generation for Objects that do not have a Name field. (e.g., "EventRelation," "Task," "TaskRelation") Separate Object names using a comma or new line.

Value: XML

Code: <Object API name>

This creates a password for protecting Microsoft Word agreements that are generated by the application. Allows the application to password protect generated Microsoft Word documents.

Value: <your own password>

This specifies whether protection for Microsoft Word agreements that are generated by the application should be on or off. Allows the application to specify protection for generated MS-Word documents.

Value: Enter 1 to turn document protection on or 0 to turn it off.

This property allows you to define custom permissions for user profiles. If this property is not defined and custom permissions along with View Setup & Configuration permission are not assigned to a user profile, the user will not be able to access the X-Author Contracts features.

Value: JSON

Code: You need to define the access details in this field. For more information, see Assigning Custom Permissions to User Profiles

This property enables you to update record type while amending an agreement. If you set to the property to "all;<recordtype>;<recordtype>;<recordtype>", all takes precedence over the record types.

semicolon separated record type names or all

Value: semicolon separated record type names or all

Sample Value: NDA;SLA;msa

A boolean property to indicate whether the email template selection step should be skipped.

This property is used to indicate the visual force page to perform the publish action. The integration module provides the Visualforce page Apttus_Content__PublishContent.

Value: XML

Apttus merge web service endpoint

Value: TRUE

This disables the creation of default set of tasks when an agreement is generated. In some cases, the default tasks created to ensure Signing, Scanning and Attaching the scanned image to the agreement record is redundant or is taken care of by a different work-flow process. In such cases, the default behavior of the system needs to be modified to ensure those tasks are not created.

Value: TRUE

When you set APTS_WizardPersistHiddenValue to true and you run a wizard containing a field that has a combination of Set this control value and Hide this control input rules, the field value is set in the object you are creating.

When you set APTS_WizardPersistHiddenValue to false and you run a wizard containing a field that has a combination of Set this control value and Hide this control input rules, the field value is not set in the object you are creating.

Default Value: False