---
title: "1. Solicitation Types"
slug: "1-solicitation-types-1"
updated: 2026-09-15T19:50:12Z
published: 2026-09-23T13:22:03Z
canonical: "wiki.cobblestonesoftware.com/1-solicitation-types-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 1. Solicitation Types

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**1. Solicitation Types**

*Module: Solicitations › Solicitations › 1. Solicitation Types*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

Solicitation **record types** are now managed under Administration > **Field Management**, with Area set to "**Solicitation Details**" and the **Record types** tab selected — the redesigned equivalent of the legacy **Record Types** Manager. The **Record type** dropdown lists every type tied to the solicitations table in this environment, including RFP, RFI, Sole Source, Dutch Auction, and Quick Bid alongside many environment-specific custom types; selecting one shows its **Assigned** vs. **Available** fields, with Add/Remove/Add all/Remove all controls and a "**copy from type**" option to clone another type's field set as a starting point.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789501286346.png)Field Management Navigation

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789501414334.png)Field Management - Solicitation Details

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789501498212.png)Solicitation Details - Record Types

# 2. Key Elements

- Administration > **Field Management** > Area: **Solicitation Details** > **Record types** tab is the live **Record Types** Manager for solicitations
- The **Record type** dropdown lists all existing types (RFP, RFI, Sole Source, Dutch Auction, Quick Bid, and custom types) tied to the solicitations table
- Each type has its own **Assigned**/**Available** field lists, built with Add, Remove, Add all, and Remove all
- "— **copy from type** —" plus Copy clones another type's **assigned** fields as a starting point for a new type

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789501758398.png)Assign Fields Options