COBBLESTONE SOFTWARE
Contract Insight — User Guide
Side Panel Info
03. Admin User Manual › Record Details Tab Setup › Side Panel Info
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 right-hand side panel shown on every record view is configured from Administration > Record Sidebar Widgets, which lets an administrator choose which widgets appear per record type (a Record type dropdown, e.g. Contracts, and an Applies to scope, e.g. "All Contracts types") and set each widget's visibility to Always, When it has content, or Hidden, with drag handles to reorder them. The available widgets are Record summary ("The record's headline fields — the Headers and Tags configured under Tab Details"), Notices and alerts (workflow alerts, validation warnings, open tasks), Current record stage, Risk register, Related records, Status history, and Sections (a jump list of the record's field groups/sub-tables). On a live contract record, this produces the panel actually seen — Contract summary (title/type headers, department/date-entered tags), Notices and alerts (Record/Budget/Workflow/Task), Current record stage, Risk warnings, and Risk register — matching the widget list and confirming Record summary's headers/tags are sourced from Tab Details Setup.
2. Key Elements
- Administration > Record Sidebar Widgets configures which widgets show per record type, each set to Always / When it has content / Hidden, and reorderable by drag handle.
- Available widgets: Record summary, Notices and alerts, Current record stage, Risk register, Related records, Status history, Sections.
- Record summary's headline fields (up to two headers, several tags) are the same ones configured under Tab Details Setup.
3. Quick Reference Summary
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