Viewing Contracts from My Contracts
View Setting
View Setting
allows you to control which columns are
displayed in the grid and rearrange the column order. Click the View Settings
() icon to control
the columns displayed in the grid. For more information, see Manage View Settings.
You can save your filtered view of a record and set as the default view to avoid reselecting the filters every time you open the grid view (list view). For more information, see Manage Views.
Sorting Contracts
You can sort the contracts by clicking the column names. By default, the contracts are sorted in descending order based on the last modified date. Whenever you click the column name, the sorting switches between ascending and descending order.You can adjust the column width by dragging the columns. Hover near the column boundaries till the two-way arrow appears. Click when the arrow appears and drag left or right to adjust the column width.
Actions Available on this Page
- Click Create New Contract to create a contract. For more information, see Creating a Contract.
- Click the contract name link to open the Contract Details page.
- Click the More icon (
) next to a contract name to clone an existing contract.
- Click the More icon (
) next to a contract name to delete an existing contract. For more information, see Deleting a Contract.
Searching Contracts
- Enter a search term in the search bar and press Enter.
- Click the Advanced Search icon (
) to apply filters to your search results. The Advanced Search window is displayed.
- Select a field and an operator.
- Enter a value for the selected field.
- To add another filter, click Add Criteria and repeat step # 2.
- To remove the search criteria., click the delete icon (
) next to the search query.
- Click Remove All to remove multiple search criteria.
- Click Apply.
