Contract Logix

This article explains how to add line items to records (Contracts, etc.) in Contract Logix.

Adding Line Items to a Record

Information on enabling multiple Internal Organizations within a Contract record in Contract Logix

Adding Multiple Internal Organizations

Information on how to add new types of Custom Object line items within Contract Logix

Adding New Custom Object (Line Item) Detail Records

Information on how to add new Custom Object Types in Contract Logix

Adding New Custom Object (Line Item) Types

Information on Adding new record Types in Contract Logix

Adding New Types

Information on how to add Sections to a record Layout in Contract Logix

Adding Sections to a Layout

Information on how to add Sub-grids to a record layout in Contract Logix

Adding Sub-Grids to a Layout

Information on Assignment records in Contract Logix

Assignments

Information on and how to configure Calculated Fields in record layouts in Contract Logix

Calculated Fields

Information on configuring Custom Objects for Picklist Fields on record layouts in Contract Logix

Custom Objects for Picklist Fields in Layouts

Information on and how to use the Custom Objects Import and Association feature in Contract Logix

Custom Objects Import and Association

Information on how to Duplicate a Layout in Type Manager in Contract Logix

Duplicating a Layout

Information on using the Edit Contract Options in Contract Logix

Edit Contract Options

Information on the different Edit Modes for Custom Objects in Contract Logix

Edit Mode for Custom Object (Line Item) Fields

Information on the different configurable data Fields for Layouts in Contract Logix

Field Settings

Information on how to configure and use Free Form Custom Objects in Contract Logix

Free Form Custom Objects

Information and how to add a new Custom Field to a record layout in Contract Logix

How to Add a Custom Field

Information on how to Archive and Restore Fields in record layouts in Contract Logix

How to Archive and Restore Fields

Information on how to configure a Conditional Field in Contract Logix

How to Set Up a Conditional Field

Information on how to configure a Dependent Field in Contract Logix

How to Set Up a Dependent Field

Information on and how to use the Object Data Import Tool in Contract Logix

Object Data Import Tool

Information on how to place Fields on a record Layout in Contract Logix

Placing Fields on a Layout

Information on rearranging sections in a record Layout in Contract Logix

Rearranging the Sections in a Layout

Information on Record-Level Editable Notes Fields in Contract Logix

Record Level Editable Notes Fields

Information on removing Fields from a Layout in Contract Logix

Removing Fields from a Layout

Information on Removing Sections from a Layout in Contract Logix

Removing Sections from a Layout

Information on Custom Objects in Contract Logix

What is a Custom Object (aka Line Item)?

Information about how to configure and use percentage fields

Custom Field Percentage

Information on the Allow Multiple option in Contract Logix

Allow Multiple

Information on and how to configure columns for display of the Organization field drop-down in Contract Logix

Display Columns

Justin Tryon

Eric Reinert

Knowledge Base Articles on the Type Manager in Contract Logix

Type Manager

Find answers and get help from Intercom Support and Community Experts

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