To view and/or edit Field Settings, open the Type (layout) in Type Manager and click the cog icon
for the field.
NOTE: Some settings are type-specific (you can define different values for different types in that object) whereas others are not type-specific (the same value is used in all types for that object.)
Field Settings - General Properties tab
Label: Enter the label for the field. Avoid adding fields with duplicate field labels. Type specific = No.
Required: OFF by default for new fields. Set the switch to the ON position to make it a required field. If a field is Required it must be added to the layout. A few fields in each object type are always required; the switch is permanently in the ON position and cannot switched OFF. Type specific = Yes.
Editable In Grid: With the proper configuration and permissions, users may directly edit and type in a Notes field in a Master or Sub-grid and the field will autosave when the user clicks out. NOTE: The Requests Master grid and Request details page do not have this capability. For more information, click the Record Level Editable Notes Field link.
Display Date Count: ON by default for new fields. Set the switch to OFF position to hide certain date fields in a Contract record displaying time tracking in red parenthetical italic text.
Control Type: Select from the 10 field types below. Some field types require you to select additional options. Once the field has been added and saved, you cannot change the Control Type. Type specific = No.
Text. A short field for text and numbers ~ 100 characters.
Date. A date entry field in mm/dd/yyyy format.
Number. Choose format: Standard (1,234.56); Integer (1,234); Plain (1234); Percent (12%) or Currency ($1,234.56). Other options include number of decimal places, minimum and maximum allowed values and Step (the amount to increment or decrement the number when using the up or down arrows in the field). After selecting options, you can enter some numbers in the Test Input field and click or tab out of the field to see the results.
Checkbox
Lookup. A drop-down field that accepts one value. For this type, you must also go to the Lookup field and select which Lookup table to use.
Multi-select Lookup. A drop-down field that accepts more than one value. For this type, you must also go to the Lookup field and select which Lookup table to use.
Picklist. A drop-down field that is linked not to a Lookup but to a list of records belonging to some other object type. Object choices are: Contract, Contact, All Organizations, Internal Org, External Org, and Document. Custom Objects can also be utilized. NOTE: At least one Custom Object Type must have been created to select this option.
Multi-select Picklist. Allows for more than one Picklist selection.
Text block. A multi-row field for notes. Text Area Rows: height of the visible field in rows.
Caption. A block of explanatory text used to provide instructions or data entry hints. Captions cannot be required and there is no Required setting. Options include hiding the caption label and adding a light gray background to highlight the caption text.
Width: Layouts are divided into 12 equal columns. To define the field width, express the width in columns, from 1 (the smallest) to 12 (the largest, extending the full width of the page). To change the width, you can either type the number in the field or drag the slider to the desired width. You can also resize field width using the mouse after placing it on the layout. Type specific = Yes.
Tooltip Text: Enter text for a tool tip, which will appear when a user hovers over the field. Type specific: Yes.
Lookup: Only displayed if Control Type is Lookup. Name of Lookup for that field. Type specific = No.
Sort Order: Only displayed for the following Control Types: Lookup, Multi-select Lookup, Picklist. Determines the sort order of the drop-down in the layouts and when filtering grids and mini-grids. Type specific = No. Options are:
Alphabetical (A-Z Ascending)
Alphabetical (Z-A Descending)
ID Ascending (Order Added)
ID Descending (Order Added)
Order by Value (Lookup Order) Note: not available for Picklists
Show in Dropdowns. Designates this field as part of an object's display name when creating an alert for a specific line item. Showing the field value in the dropdown improves a user's ability to select the desired item.
Field Settings – Dependency tab
Used to define dependent fields, where the lookup values available in a field are dependent on the lookup value selected in another field. See the How to Set Up a Dependent Field topic.
Field Settings - Conditions/Rules tab
Used to define Show or Hide settings for the field. See the How to Set Up a Conditional Field topic.
Field Settings - Permissions tab
This tab only appears in Fields where the toggle is turned to ON in Applications Settings Options: Permissions. When the toggle is ON, the Permissions tab appears and allows Administrators to set permissions at the field level for the record type. Select the organizational level(s) allowed to Edit or Change this field. This setting makes the field editable for users who belong to the selected level(s) or above ![]()
and who have edit access to the record type. When no selections are made, the field is editable by all users. If selections have been made, the shield icon is displayed in the field in Type Manager. Setting a role for Field-Level Permission DOES mean it is "cross-type" unless you use the "This Type" tab and toggle. To have two unique permission levels for example, use the "This Type" tab toggle ON for the Sales role for MSAs, and then use "This Type" tab toggle ON for the Legal role in SOWs.
Field Settings - Display Columns tab
Only available for the External Organization and Internal Organization fields. Used to select the fields to display when a user views or searches the drop-down for an organization. To add a column, click the Add Rule button and select a column to display. To remove a column, click the Delete button. NOTE: This is a global setting per object type.
Data Extraction
Only available in accounts which have paid for the feature. Used to select the fields for AI-Driven Contract Analysis and Data Extraction. When the Enable Data Extraction feature toggle is turned to ON, users enter a Description ("prompt") for the system to analyze an agreement and extract information based on the description and Examples provided (optional). There's two unique options: One for All Contract Types and the other for This Type, which limits the Extraction capability for extraction to this record type only. For more information, click the Artificial Intelligence AI-Driven Contract Analysis and Data Extraction link.