A source is an app whose items are displayed on a contract’s page. Apps from the same workspace as the contract and apps from other workspaces can both become contract sources.
Before you add a new source app, make sure all fields of the contract are added to the original app’s context. Otherwise, you won’t be able to link the contract with the app. Read more about it in the Contract field settings article.
Adding a new source
To add a new source app for a contract, following these steps:
- Click the gear icon on the right of the contract’s name.
- In the menu that opens, click Source settings.
- The Contract settings page will open. Click Add source and select an app from the list.
You cannot delete added sources from the contract’s settings.
- The field matching window will open. In the left column, you can see a list of fields added to the contract, while the right one shows the source app’s fields.
System fields that exist in each app by default will be matched automatically. Match the fields you added to the contract with the source’s fields. To do that, click the Select field link on the opposite of each custom field. In the drop-down list, you will see all source app fields of the same type as the contract field they are being matched with.
If the source app’s context doesn’t include fields of the needed type, you will see an error message.
- When all fields are matched, save the settings by clicking the Add source button.
You can find all source apps linked to the contract on the Contract settings page.
You can add as many source apps to one contract as you like. To let each source app be properly linked to the contract, make sure that each source item includes fields of the same type.
If you didn’t match all app fields with the contract’s fields or if you matched them wrong, such apps will be highlighted red in the list of Selected apps. Go back to the field matching window by clicking the name of the app and check the matching settings.
- Click Save.
Now items of the source app you added will be displayed on the contract’s page. New app items added to the app will be added to the contract automatically.
You can add an unlimited number of source apps to a contract. However, if you are going to use the contract in a business process, you need to specify which app’s settings need to be considered main for the contract. To use the Manage Status and Create App Item activities in the process, select the Default app in the Contract settings. Doing this allows you to specify which app’s statuses need to be used in the process and which app new items will be created in.
To specify the default source app, click the gear icon to the right of the contract’s name and select Source settings. In the Default app field, open the drop-down list and select one source, for example, “Business trip reports”.
Now you can use the Manage Status and Create App Item activities in business processes and choose the specified source app in their settings. Read more about it in the following article: Business processes involving Contract items.
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