Highlighting Smart Fields
If your org is properly configured, you can add a feature to the Control Panel that lets you highlight smart fields in your document. You can also configure X-Author Contracts to automatically highlight all smart fields in your document, while retaining the ability to toggle the highlighting on or off.
Configuring Smart Field Highlighting for FX2 Agreements
Enabling Smart Field highlighting requires proper permissions to create a new Admin entry in the connected Salesforce Org. The following Admin properties must be configured:
|
Admin Property |
Description |
Possible Values |
|---|---|---|
|
APTS_HighlightFieldsUsingControlPanel |
Adds a check box to the Control Panel in X-Author Contracts that allows users to toggle highlighting of smart fields in the document on/off. |
True/False |
|
APTS_DefaultHighlightFieldsControlPanel |
Automatically enables the "Highlight fields" check box when you open a document in X-Author Contracts. |
True/False |
To configure Smart Field highlighting for FX2 format agreements
- Log in to the connected Salesforce Org.
- Go to the Admin tab in Apttus Contract Management.
- Click New to add a new Admin property.
- Enter "APTS_HighlightFieldsUsingControlPanel" into the Name field.
- Enter "True" into the Value field.
- Click Save.
To configure X-Author to highlight Smart Fields by default for FX2 format agreements
- From the Admin tab in Contract Management, click New.
- Enter "APTS_DefaultHighlightFieldsControlPanel" into the Name field.
- Enter "True" into the Value field.
- Click Save.
Highlighting Smart Fields in an FX2 Agreement
After you configure Admin properties to enable highlighting, you can highlight smart fields in your agreement document. (Note: the following example assumes you do not have all smart fields highlighted by default)
-
From the X-Author Contracts ribbon, select Control Panel. By default, the Fields pane is displayed.
-
Select the Highlight fields checkbox (shown in the image
above). All smart fields in the open document are highlighted.
Note:Mark Field and Highlighting
If you have smart field highlighting already enabled and choose to mark text in your agreement as a smart field (by way of the "Mark Field" option), the new field is not automatically highlighted. Close and reopen the Control Panel to apply highlighting.
