Forms

Forms let you add custom fields to CLM parts like projects, accounts, and orders.

A form must contain at least one field group, and each field group must contain at least one field. Fields in the same field group will appear together in the same area.

1. Create a New Form

   Click New and select which CLM part the form should belong to.

2. Add Field Groups

   Set up one or more field groups with a name and key.

3. Add Form Properties

   In the Form Properties tab, add your fields and select the type (e.g. text).

4. Update the Record Type

   Update the record type to connect the form to the selected CLM part.

5. Verify

   The new fields will appear in the CLM part.