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Contract Types can be created and edited by admins and Contract Managers. The Contract Type, Contract Type ID, Has Document Template(s), Default Document Template ID, and Contract Type Default Workflow ID, Extra Fields to Show are pulled into the Contracts table as a link to selected fields from the Contract Type table.
The Default Workflow Title field is used to set the value for the linked field in a Contract that pulls in the Workflow Title from the Workflow table. Selecting a Default Workflow Title in the Contract Type record creates a link to the workflow. The choices available in this field are tied to the Available Workflows field in the Document Templates and Workflows tab.
The Default Question Set for Supplier Evaluation field is used to set the value for the linked field in a Contract that pulls in the Question Set Title from the SP Question Sets table. The list of available default question sets is determined by the 'Available for Contract Types' field in SP Question Set recordsContract Type records contain selections for various defaults, such as the Default Cost Type, Default Workflow, Default Document Template, etc. These selections are used to set the values of various fields and linked sets in the Contract record when the Contract Type is selected. In most cases, these values can be manually changed by the user in the Contract record.
If the Has Document Template(s) field value is Yes, additional fields in the Contract record are visible: Document Template to Generate and Create and Attach (an action button). The Default Document Template ID field is used to determine the default value in the Document Template to Generate field. Selecting a Default Document Template Title in a Contract Type record creates a link to the document template and updates the Available for Contract Types field in the associated Document Template record.
The Self-serve Settings tab contains various options related to the self-serve workflow used in Contract Requests. For each Contract Type, one can determine whether self-serve is available. Setting it to "No" will require Contract Requesters to always submit Contract Requests for that Contract Type for review by the Contract Management Team. If it is set to "Yes", defaults for values related to the contract term, such as Renewal Type, can be selected. Additionally, one can choose to prevent changes to the default, so that Contract Requesters cannot change the provided values when using the self-serve workflow.
You can view all associated document templates, workflows, and risk conditions on the Related Records tab of a Contract Type record.
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