---
title: "2.1 Contract and Committal Fields"
slug: "21-contract-and-committal-fields-1"
updated: 2026-10-29T17:05:25Z
published: 2026-10-29T17:05:25Z
canonical: "wiki.cobblestonesoftware.com/21-contract-and-committal-fields-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.

# 2.1 Contract and Committal Fields

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**2.1 Contract and Committal Fields**

*Module: Vendor/Client Gateway › Step 2: Managing Gateway Fields › 2.1 Contract and Committal Fields*

**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

The VCG Fields tab, with Area set to Contract Details, controls which fields a vendor or client sees on a contract — chosen per record type since an NDA and a master agreement can ask for different things. Picking a Record Type shows an “On the Gateway” list of currently-shown fields (drag to reorder, with Search/Add/Edit/Required toggles per field) beside a searchable “Not shown” pool of every other field on that record type, plus a Start from another type option to copy an existing type’s field set.

# 2. Key Elements

- VCG → Fields tab → Area: Contract Details, then choose a Record Type (e.g. Addendum)
- “On the Gateway” fields are draggable to reorder, each with its own Search, Add, Edit, and Required toggles
- “Not shown” lists every other field defined on that record type, searchable, each with an « Add control
- Start from another type replaces the current field set with a copy of another record type’s Gateway fields

# 3. Navigating to the Gateway Fields Tab

1. From the Contract Insight homepage, click the **Administration** icon at the bottom of the left navigation bar.
2. In the **Search administration** box, type **gateway**, then click **Vendor/Client Gateway (VCG)**.

![Administration page filtered to Vendor/Client Gateway (VCG)](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/vcg-01-admin.jpg)

1. Click the **Fields** tab.
2. Open the **Area** drop-down and select **Contract Details**. Each area (contracts, requests, companies, and each sub-table) has its own Gateway field set.

![Fields tab with the Area drop-down open and Contract Details highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/cf-01-area.jpg)

# 4. Choosing a Record Type

1. Open the **Record Type** drop-down. Type in its search box to filter the list.
2. Select the record type to configure, for example **Master Service Agreement (MSA)** or **Consulting Agreement**.

![Area set to Contract Details with the Record Type drop-down open, search box, and a record type highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/cf-02-record-type.jpg)

**Note:** Every change on this screen saves as you make it; there is no separate Save button. If a record type has no fields chosen, the Gateway shows **every** field for that type until you pick specific ones.

# 5. Managing Fields Shown on the Gateway

1. Review the **On the Gateway** list. The count beside the heading shows how many fields are shown.
2. Drag a field by its handle to change the order (**drag to reorder**).
3. For each field, set the toggles:
  - **Search**: the field can be searched on the Gateway.
  - **Add**: the field appears when a vendor or client adds a record.
  - **Edit**: the vendor or client can edit the field.
  - **Required**: the field must be filled in.
4. Click the **»** (Take off the Gateway) button to move a field back to the Not shown pool.

![On the Gateway list with record type, drag handles, Take off the Gateway buttons, and the Search, Add, Edit, and Required toggles highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/cf-03-on-gateway.jpg)

**Note:** Some toggles are greyed out for system fields, such as Contract ID and Date Entered, that vendors and clients cannot add or edit.

# 6. Adding Fields and Copying a Field Set

## 6a. Adding Fields from the Not Shown Pool

1. In **Not shown**, type in **Find a field** to narrow the list.
2. Click **« Add** next to a field to move it to On the Gateway.
3. To change the whole set at once, click **Add every field** or **Remove all fields** at the top right.

## 6b. Starting from Another Record Type

1. Under **Start from another type**, choose a record type from **Choose a type**.
2. Click **Copy its fields here**. This replaces the fields on the left with that type’s Gateway fields.

![Not shown pool with Find a field and Add buttons, Start from another type controls, and Remove all fields and Add every field highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/cf-04-not-shown.jpg)

**Note:** The **Worth including** line above the lists suggests fields, such as Contract Title, Status, and Vendor / Client Name, that help Gateway users identify a record.

# 7. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open Gateway field settings | **Administration** → **Vendor/Client Gateway (VCG)** → **Fields** tab. |
| Pick contract fields for a type | **Area: Contract Details** → **Record Type**. |
| Show a field | **Not shown** → **« Add**. |
| Hide a field | **On the Gateway** → **»**. |
| Reorder fields | Drag by the handle. |
| Set Search/Add/Edit/Required | Check the boxes on the field’s row. |
| Copy another type’s fields | **Start from another type** → choose type → **Copy its fields here**. |