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CLM for Salesforce

Application Management Settings

Creating Formula Fields for an Agreement Rule Criteria

You may use the Formula Fields tab to create relationship fields which may be used in the Agreement Rule conditions.



  1. Click and click Formula Fields (Comply) and to create a new formula field, click New.


  2. Type a mandatory Field Name, and select a mandatory Business Object. For example, to create a new Formula Field for the Opportunity Stage field from the Agreement object using the Related Opportunity lookup, type Field Name as Opportunity Stage, and select Business Object as Agreement.
  3. Type a mandatory Formula, and type a Descriptionand click Save. For example: Formula = Apttus__Related_Opportunity__c.StageName.


  4. To create a new Formula Field for the Opportunity Type field from the Agreement object using the Related Opportunity lookup, type Field Name = Opportunity Type and Formula as Apttus__Related_Opportunity__c.Type.
  5. Click Save.


The Formula Fields are added and displayed in the Field list as a Related Field.



Administrator Guide
CLM

September 30, 2025