We are trying to set up new contract template formulas. We have our heads around the formula creation piece.
It appears that formulas can only be selected in the contract template if the formula Module is set to Contract Templates.
This is the part that we cannot figure out how to do. Can this be done by us, or does it require IFS to assist?
Best answer by Joshua Liem
Hi Chris,
When creating a formula for Contract, please use the name starting with contract_ , i.e: contract_nz_test1, contract_au_test2, ..etc
Regards,
Joshua
Hi Chris,
When creating a formula for Contract, please use the name starting with contract_ , i.e: contract_nz_test1, contract_au_test2, ..etc
Regards,
Joshua
Hi Chris,
My understanding is that you can’t create a new formula for the existing modules. You can only overwrite the formula for the existing formulas. You can overwrite one of below formulas and use it for the contract template.
Regards,
Susie
Thanks for the good info, Joshua.
As long as it has ‘contract’ in ID, it works even if it won’t show any module name.
Hi Chris,
When creating a formula for Contract, please use the name starting with contract_ , i.e: contract_nz_test1, contract_au_test2, ..etc
Regards,
Joshua
Thanks
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