Configuring New Agreement Form Fields
When a user starts creating a new agreement, a new agreement form is displayed after you select a record type. This new agreement form is displayed only when the fields for the form are configured.
To configure fields on the new agreement form
- Go to .
- Drag the fields from the object palette and drop them into the In the Field Set container.
-
To make a field as required, double click the field or click the wrench icon
(
) next to the field.
- Select the Required checkbox and click OK.
- Click Save.
