Group contract documents by contract type in a contract request

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

    • As an administrator, group the contract documents by contract type in a contract request.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    Hinweis:
    In Legal Counsel Center and Contract Workspace, the contract documents are grouped based on the contract type, by default.
    Customize the Standard Record Page (SRP) to display contract documents grouped by contract type in the Contract document tab through UI Builder, a web user interface builder. For more information, see UI Builder.
    Abbildung : 1. Contract document grouping
    Grouping of contract documents

    Prozedur

    1. Navigate to Now Experience Framework > UI Builder.
    2. Search and select your workspace.
    3. Navigate to Record > SRP record.
    4. In the Page content list, under Body > Resizable panes > left > Main Tab > Related List, select list related.
      Abbildung : 2. UI builder related list configuration
      Select related list configuration for your workspace
    5. In the Configure pane, select Group by field.
      Abbildung : 3. Configure pane
      Select group from the Configure pane
    6. Enter the following code in the Group by field: 
      function evaluateProperty({api, helpers}) {
  var isContractRequestForm = api.item.value.parentTable =="sn_cm_core_contract_request";
  var isContractRevisionTab = api.item.value.table == "sn_cm_core_document_revision";
  if( isContractRequestForm && isContractRevisionTab){
    return 'document';
  }
return '';
}
      Hinweis:
      If the field is not editable, select the scope applicable to your workspace in the Select an application drop-down list at the top of the page.
    7. Select Apply.

    Ergebnisse

    The contract documents will be grouped by contract type in the Contract document tab while viewing a contract request.