Custom Field Form

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 enters Name and description
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 clicks on "create" button and verifies 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

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
Verify that the Custom Field Form is deleted successfully