COBBLESTONE SOFTWARE

Contract Insight — User Guide

Managing and Editing Fields

03. Admin User Manual › Field Manager › Managing and Editing 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

Field Management's Fields tab is the day-to-day field editor: choose an area, optionally filter to one tab (field group), and every field shows its display name, database column, type, group and behavior badges (built-in, required, read-only, calculated, invisible), each opened with Edit for full detail.

2. Key Elements

• Administration → Field Management → Fields tab: pick an Area (e.g. Contract Details, 806 fields in this QA environment) and optionally a Tab to scope the list
• Behaviour badges on the grid flag built-in, required, read-only, calculated and invisible fields at a glance
• Edit opens a field's Display name, Field type, Field group (tab), Order, Visibility, Default value, Required/Unique/Show on emails flags and AI field extraction toggle
• "Reorder whole tab" drag-reorders every field in a tab at once, in addition to reordering individual fields

3. Quick Reference Summary

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