Group contract documents by contract type in a contract request

As an administrator, group the contract documents by contract type in a contract request.

Before you begin

Role required: admin

About this task

Note: In Legal Counsel Center and Contract Workspace, the contract documents are grouped based on the contract type, by default.

Customize the Standard Record Page (SRP) to display contract documents grouped by contract type in the Contract document tab through UI Builder, a web user interface builder. For more information, see UI Builder.

Procedure

1. Navigate to Now Experience Framework > UI Builder.

2. Search and select your workspace.

3. Navigate to Record > SRP record.

4. In the Page content list, under Body > Resizable panes > left > Main Tab > Related List, select list related.

1. In the Configure pane, select Group by field.

1. Enter the following code in the Group by field:

   function evaluateProperty({api, helpers}) {
     var isContractRequestForm = api.item.value.parentTable =="sn_cm_core_contract_request";
     var isContractRevisionTab = api.item.value.table == "sn_cm_core_document_revision";
     if( isContractRequestForm && isContractRevisionTab){
       return 'document';
     }
   return '';
   }
   

   Note: If the field is not editable, select the scope applicable to your workspace in the Select an application drop-down list at the top of the page.

2. Select Apply.

Result

The contract documents will be grouped by contract type in the Contract document tab while viewing a contract request.

Parent Topic:Add and configure contract request functionality into your workspace

Related topics

Configure non-task tables for contract templates

Add a workspace action button for initiating a contract request

Add Contract requests tab to the contract request record

Add amendment tabs to contract repository record

Add Contract documents tab to the contract repository record

Copy fields from parent request to contract request

Add access to obligation management from contract repository records

Configure the contract request form header for your workspace

Assign a role for configuring template mappings

Enable contract request fields in condition builders

Configuring the Playbook tab on contract repository records