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Conga Product Documentation

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CLM for Salesforce

Application Management Settings

Populating Contract and Template Picklists

Templates are contract language templates available in the system. A template is a common set of sections, clauses, text, and placeholders for terms and conditions. Templates can be merged with structured data to generate agreements or proposals. Templates are stored within an Apttus template repository, and are used to create quotes and contracts. You can create distributable documents with Conga CLM templates.

Templates can include standard and non-standard language. Contract and template picklists are populated to define subtypes for contracts, categories, subcategories, and supported contract types for templates.

Populating Picklist Values for Contract Object

  1. Go to Setup > Create > Objects.
  2. Under the Label column, click Agreement to edit the custom Agreement object. The custom object definition is displayed.
  3. Scroll down to the Custom Fields & Relationships related list and click the Record Types Field Label. The Subtype custom field definition is displayed.
  4. Scroll to the Picklist values section and click New.
  5. Add one or more picklist values. For example, for an NDA agreement, you can add One Way Inbound NDA, One Way Outbound NDA, Mutual NDA, Subcontractor picklist values. These picklist values can be applied to any type of agreement.
  6. Select the Record Type Names for the picklist values and click Save.
  7. To sort the picklist items in the desired order, click Reorder. You can sort the list alphabetically and select one of the values as the default value by choosing one of the values from the Default Value list. To keep the changes, click Save.

Picklist values for the contract object is populated.

Populating Picklist Values for Template Contract Types

  1. Go to Setup > Create > Objects.
  2. Under the Label column, click Templateto edit the custom Template object. The custom object definition is displayed.
  3. Scroll down to the Custom Fields & Relationships related list and click the Agreement Types Field Label.
  4. Click Newto define a picklist value for each and every record type you have defined in the system. If you add a new contract record type, you must also add the type to this set of picklist values for the system to work properly. In other words, the values in this picklist and the record types defined for the system must be kept in sync. For example, if you have defined an NDA agreement record type, add it to the picklist values.
  5. Add one or more picklist values and click Save. You can reorder the picklist values and select one as the default value. The default value selected must be the same as the default record type. Also, you can sort and define the default.

Picklist values for the template contract types is populated.

Populating Picklist Values for Template Subcategory

  1. Go to Setup > Create > Objects.
  2. Under the Label column, click Template to edit the custom Template object. The custom object definition is displayed.
  3. Scroll down to the Custom Fields & Relationships related list.
  4. Click the Subcategory Field Label.
  5. Click New to create subcategory picklist values. Create subcategory picklist values similar to the way you created picklist values for the category.
  6. Assign subcategory values to the appropriate categories.
  7. Scroll to the Field Dependencies related list and click the Edit action to the left of the Subcategory dependent field. Follow the instructions to include or exclude subcategory values for a particular category.
  8. Click Save.

Picklist values for the template subcategory is populated.

Administrator Guide
CLM

December 31, 2024

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