Steps to create Custom Field Form:
- Click on “Custom Filed Form” in the left side of navigation menu.
- In “Home >> Manage Contract Templates” page, click on “Create Custom Filed Form”.
- User drags and drops and designs the required custom field form.
- User clicks on the
and provide the label name.
Note: White spaces are not supported in custom field names for generate contract annotations. For example: "Billing Rate" is not supported. Correct field name is: "BillingRate"
- User enters Name and description
- Verify that the CustomFieldForm is created successfully.
Steps to Edit Custom Field Form:
- In “Home >> Manage Custom Field Form” page, user enters custom field form name in search box
- User clicks on the Edit icon
- Custom Fields Form edit screen is displayed
- User edits the required Filed
- User clicks on Update button
- Changes to the Custom Fields Form are updated in the system
Steps to delete Custom Field Form:
- In “Home >> Manage Custom Field Form” page, user enters custom field form name in search box
- User clicks on the Delete icon
- User clicks on confirm button to delete the custom field form
- Custom Field Form is deleted