Contracts Additional Fields

 

You can configure contracts additional fields that need to appear while creating a new contract.

  1. Log in to FacilitiesDesk application using  your user name and password.

  2. Click the Admin tab in the header pane.

  3. Click the Contracts Additional Fields iconunder the Contracts block. This opens the Contracts-Additional Fields icon. You can add three types of fields in the form: text, numeric and date/time.

  1. To add the text fields, enter the label name in the form fields below the Label heading. If required, enter the description for the field.

  2. You can choose the type of text field that you wish to add by selecting the radio buttons.

To add items for the pick list, enter the value in the text filed and click Add Item. To select the default selected value of the list, click on the value in the list.

  1. To add numeric fields, click the Numeric tab and then enter the label name in the form fields provided for the same.

  2. To add date/time fields, click the Date/Time tab and enter the required details.

  3. Click Save. A message for successful creation of the fields is displayed.

 

These fields appear under the Additional contract details in the New Contract form. To delete the user-defined fields, in step 4 through 7, instead of adding the label names, delete the label names that you wish to remove from the fields of the form and click Save. The respective fields that you deleted will be removed from the New Contract form.  

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