Creating the Table:


  • Navigate to Company Admin --> Contract Administration
  • Select Contract Table Configuration which is towards the top
  • Within Table Administration, select the green “+ New Table” from the top right corner
  • Give your Table a Name (1)
    • This is the name that will appear on the Tables Tab on the Contract Summary page
  • Optionally, give your Table a Description (2)
    • This will ONLY display in the Table Admin section, not in the Table or Contract itself
  • Select if you want your Table to be Active (3)
  • Save (4)


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  • The page will look similar to the previous, but there is now the Add Field button


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Adding Fields to the Table:

  • Select the Add Field button
  • Give your new Field a Name (A)
  • Select the Field Type (B)
  • Select if it is a Required Attribute (C)
  • Select if the Field is Active (D)
  • Save (E)


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  • Once you Save, your new Field will be added to your Table like this:


4.png


  • Re-Arrange Fields in Table (A)
  • Field Name (Edit Field) (B)
  • Field Type (C)
  • Delete Field (D)
  • Add more Fields (E)
  • Continue to create Fields until all have been added to the table
  • Once all Fields have been created, Save your new table (F)


Adding the Table to a Contract:

  • From the Contract Container’s Summary Tab, select the green “+” next to Contract Data (A)
  • Using the menu that pops up, select your Table from the drop-down menu (B)
  • Select Add (C)


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  • The new Table will appear as a tab next to Contract Data (1)
  • From within the new Table Tab, select Add (2)
  • Fill in the fields with the correct information (Just like entering Data in traditional Fields)
  • Save the data to your Table (3)


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  • Your Data now appears in the Table, and it is able to be moved, edited, and arranged just like the other Grids within UCM
  • You can also Report off the Table Data to a CSV Excel file
  • To Add another set of data, simply select the Add button and fill out your Fields again


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