---
title: "Assign Fields by Contract Type"
slug: "assign-fields-by-contract-type"
updated: 2025-05-19T17:53:26Z
published: 2025-05-19T17:53:26Z
canonical: "wiki.cobblestonesoftware.com/assign-fields-by-contract-type"
---

> ## 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.

# Assign Fields by Contract Type

### **Assign Fields by Contract Type**

**Field Manager: Assign Fields by Contract Type**

Contract Insight allows Application Administrators to assign fields by contract type. This allows the system to assign and display fields for each record type: contract, request, and customer/vendor/counterparty. While this is optional, however, all fields from the details table that are set up in the field manager for the Contract Table/Screen will display for any contract type for which the fields are not specified (refer to the field manager section for more information).

**Assign Fields by Contract Type**

1. Log into the system as an Application Administrator.

2. Select **Manage/Assign Fields by Record Types** from the **Manage/Setup** menu.

![Select Manage/Assign Fields by Record Types from the menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(268).png)

3. The **Manage Fields by Contract Types** screen appears.

4. From the **Manage Fields: Select a Type** menu, select the table for which to edit a record type.

![Select a table to Assign Fields to by Type](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(201).png)

5. Then select the record type to which you would like to assign fields.

![Select the Record Type](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(150).png)

Admin users may add, and remove fields that are assigned to each contract type.

Admin users may remove all currently assigned fields from a type by clicking **Remove All**.

Admin users may add all fields to the selected type by clicking **Add All**.

Adding a large volume of fields to a record type will slow down page load and navigation to and from records with a large number of fields.  

Admin users may order the fields assigned to a type via drag and drop.

![Admin users may order the fields assigned to a type via drag and drop.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/assign-fields-by-contract-type-image-6mkenwcp.png)

CobbleStone® Software recommends that some fields be placed on all contract types (with some exception). The suggested fields are listed on each type's **Manage/Assign Fields by Type** screen.

**![Following fields should be assigned for each type](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/assign-fields-by-contract-type-image-gzhi2bkn.png)**

**Note:** New types are not populated with fields.

**Required Fields by Type**

Once you have selected a Table and type of record you see the field selection. In the field selection you can choose to make a field required or not and you can do this for each type of record.

![Field Required Selection](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4(111).png)

**Copy Fields by Type to Another Record Type**

Once you select a Table and type of record the option to Copy Fields will appear. This will allow you to copy the fields from the selected Record Type to another Record Type in the same Table/Area.

NoteIf you do not see the Copy Fields option, ensure fields are assigned to the selected Record Type then refresh the page for the option to appear.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1747676961737.png)

1. Select *Copy Fields* link
2. Select the Record Type to copy to from the drop down
3. Click on *Click to Copy*

**Assign Field To All Types**

Fields may be assigned to all types so users do not have to repeat the same process multiple times. To do this, navigate to the **Field Manager** and select the **Table** where the field resides. Click **Edit** next to the desired field which is to be applied to all contract types.

![Navigation for assigning field to all types](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/assign-fields-by-contract-type-image-kya9do3i.png)

Then, click **Assign To All Types**.

![Click Assign to All Types](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/5(71).png)