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CLM for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

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CLM for Salesforce

Application Management Settings

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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.



To create a formula field

  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 = Opportunity Stage, and select Business Object = 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 = 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

December 31, 2024