Adding and Managing Custom Fields
To add custom fields within your contract Overview tab, navigate to Settings and click Contract Cloud within the list.
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To create a custom field, click Create your first field if you’re creating a field for the first time, or Add Field if you’re creating new fields.
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Next, assign your custom field a title, a type, and then click Create Field to add your custom field.
If you’d like to make any changes to any custom fields you’ve created, simply click the pencil icon on the custom field you want to make edits to, and Save Changes once you’re finished.
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You can also re-order your custom fields within this menu, which will re-order the fields within your contract Overview tab.
Calculated/Formula Fields
Formula fields allow you to apply calculations between multiple fields to output a value, such as calculating PWin, forecasted values, award pricing percentages, and more. To create a formula field, select the Formula field type. Next, select your desired value display format, and build your formula using the available options. To add your fields into the formula, use the @ symbol to pull up a list of available fields.
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When hovering over your calculated field within your opportunity, you can quickly view the formula that is used to calculate the value:
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