---
title: "2.3 Contract and Committals Requests Fields"
slug: "23-contract-and-committals-requests-fields-1"
updated: 2026-10-29T17:05:25Z
published: 2026-10-29T17:05:25Z
canonical: "wiki.cobblestonesoftware.com/23-contract-and-committals-requests-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.

# 2.3 Contract and Committals Requests Fields

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**2.3 Contract and Committals Requests Fields**

*Module: Vendor/Client Gateway › Step 2: Managing Gateway Fields › 2.3 Contract and Committals Requests 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

When the **Fields** tab's **Area** on the Vendor/Client Gateway (VCG) configuration screen is set to **Contract Requests**, it controls which fields appear on the request form a vendor or client submits when **Allow submission of Contract Requests** is turned on. It uses the same **On the Gateway** / **Not shown** two-panel layout as every other area, scoped to the chosen Contract Requests record type. Each field can also be set to appear in **Search**, on the **Add** (submission) form, on the **Edit** form, and as **Required**.

# 2. Key Elements

- **VCG → Fields tab → Area: Contract Requests** configures the submission form's field set for each request **Record type**.
- It works together with **Allow submission of Contract Requests** (VCG **Settings** → **Access**), which controls who can reach the form at all.
- **Let Gateway users raise a request of this type** turns the chosen record type on or off for Gateway submission.
- The fields chosen here make up the request form opened from the Gateway's **Requests → Create New Request** menu item.
- The **Start from another type** option copies a field set from another record type.
- Changes on the Fields tab save as you make them.

# 3. Navigating to the Gateway Configuration

1. From the Contract Insight homepage, click the **Administration** icon at the bottom of the left navigation menu.
2. Under **Gateways & Portals**, click **Vendor/Client Gateway (VCG)**.

![Administration page with Vendor/Client Gateway (VCG) highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/crf-01-admin-gateway.png)

# 4. Allowing Contract Request Submission

1. On the **Settings** tab, in the **Access** group, find **Allow submission of Contract Requests**.
2. Choose the access level Gateway users need to submit Contract Requests (for example, **Public: Visitors and Accounts**).
3. Click **Save changes**.

![VCG Settings tab with Allow submission of Contract Requests](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/crf-02-allow-contract-requests.png)

# 5. Choosing the Contract Requests Area and Record Type

1. Click the **Fields** tab.
2. Open the **Area** dropdown and select **Contract Requests**.

![VCG Fields tab Area dropdown with Contract Requests](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/crf-03-area-contract-requests.png)

1. Select a **Record type** (for example, **Contract Intake Form**). Each request type has its own Gateway field set.
2. Under **On the Gateway**, turn on **Let Gateway users raise a request of this type** so the type is offered on the Gateway.
3. The **Fields** sub-tab shows how many fields are on the Gateway. The **Requests they can raise** sub-tab lists the request types Gateway users can raise from this record type. Use **Add every field** or **Remove all fields** to change the whole list at once.

![Contract Requests record type with Let Gateway users raise a request toggle](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/crf-04-record-type-and-toggle.png)

**Note:** Every change on this tab saves as you make it. There is no separate Save button.

# 6. Managing the Request Form Fields

1. In **Not shown**, use **Find a field** to locate a field, then click **« Add** to move it to **On the Gateway**.
2. For each field in **On the Gateway**, tick the columns that apply:
  - **Search**: shown as a search option on the Gateway's request list.
  - **Add**: shown on the new request (submission) form.
  - **Edit**: editable after the request is submitted.
  - **Required**: must be completed before the request can be submitted.
3. Drag a field by its handle to change the order it appears on the form, or click **»** (Take off the Gateway) to remove it.
4. To reuse another type's setup, choose it in **Start from another type** and click **Copy its fields here**. This replaces the fields on the left.

![On the Gateway and Not shown field lists for a Contract Requests type](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/crf-05-field-lists.png)

**Note:** The **Worth including** list suggests fields (for example, Request ID, Request Title, Status and Vendor / Client Name) that help Gateway users identify a request on their list and detail screens.

# 7. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Allow request submission | VCG → **Settings** → Access → **Allow submission of Contract Requests** → **Save changes**. |
| Open request form fields | VCG → **Fields** → Area: **Contract Requests** → Record type. |
| Offer a request type | Turn on **Let Gateway users raise a request of this type**. |
| Add a field to the form | Not shown → **Find a field** → **« Add**. |
| Set field behavior | Tick **Search**, **Add**, **Edit**, **Required**. |
| Reorder or remove a field | Drag the handle, or click **»** (Take off the Gateway). |
| Copy another type's fields | **Start from another type** → **Copy its fields here**. |