Configure the contract request form header for your workspace
As an administrator, configure the header of the contract request form for your workspace.
Before you begin
Role required: admin
About this task
The form header contains a primary field and secondary fields. You can add your workspace to the base system form header tables to specify the fields that appear in a contract request header for your workspace.
Contract request form header displaying the configured fields
Procedure
Navigate to All > Now Experience Framework > Configuration Settings > UX Form Header.
In the Table column, select the UX Form Header tables related to the contract form.
Contract request form fields Table Short description, Priority, Contract state, Parent record, Contract status, and Signature type. sn_cm_core_contract_request Participant name sn_cm_core_signer_task Name of the document, requester of the contract request, latest version of the document, storage details and the folder where the document is stored sn_cm_core_document and select it. Select the UX Header Configurations tab.
Select Edit.
Select your workspace from the Available list and move it to the Selected list.
Select Save.
Select Update.
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
Group contract documents by contract type in a contract request
Add access to obligation management from contract repository records
Assign a role for configuring template mappings