COBBLESTONE SOFTWARE

Contract Insight — User Guide

Sub-Tables on Add Screen

03. Admin User Manual › Field Manager › Sub-Tables on Add Screen

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 Sub-tables tab controls exactly which sub-tables can be filled in while a record is first being created, rather than only after: for Contract Details in this QA environment, 2 of 72 available sub-tables (Contract Task Details and Field Types Sub Table on Contract) are enabled on the Add screen.

2. Key Elements

• Administration → Field Management → Sub-tables tab: "X of Y sub-tables can be filled in while a record is being created"
• A Show filter narrows the grid to just those currently "On the Add screen"
• Remove / Add toggles a sub-table's Add-screen availability without deleting the sub-table or its fields

3. Quick Reference Summary

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