Configure the contract request form header for your workspace

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • As an administrator, configure the header of the contract request form for your workspace.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    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.
    Abbildung : 1. Contract request form header
    Contract request form header displaying the configured fields

    Prozedur

    1. Navigate to All > Now Experience Framework > Configuration Settings > UX Form Header.
    2. In the Table column, select the UX Form Header tables related to the contract form.
      Contract request form fieldsTable
      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.
    3. Select the UX Header Configurations tab.
    4. Select Edit.
    5. Select your workspace from the Available list and move it to the Selected list.
    6. Select Save.
    7. Select Update.