Create and configure a contract

You can create a Contract in two ways:

• Create a contract from scratch.
• Import a contract from another company as part of a ready-to-use solution in the .e365 format. Read more about it in Import a solution.

начало внимание

Only users included in the Administrators group can create and configure contracts.

конец внимание

Create a contract from scratch

Contracts are created in workspaces. You can add a new contract the same way as a standard ELMA365 app:

1. Open the workspace and click the Add button in the left menu.
2. Select the App option.
3. In the window that opens, click the Contract tab and fill out the information about the contract.

• Contract name*. Enter the contract’s name that will be displayed in the left menu. Note that you won’t be able to change the name after you create the contract.
• Contract URL. The link is formed automatically based on the contract’s name. While you’re creating a contract, you can edit this link. It is used to access the contract quickly.
• Visibility. Specify who can see the contract in the left menu of the workspace:
  • Visible to everyone. The contract will be available to all users.
  • Only to administrators. The contract will be available only to users included in the Administrators group.
• Contract icon. A small image assigned to the contract that is displayed in the left menu of the workspace. It helps users find the right contract faster.
• View. Choose the way items will be displayed on the contract’s page: Tiles or Table. The view you choose will be automatically applied for all users.

4. Click the Create button. The Form Settings window will open.

Configure a contract’s form

When you configure a form for a standard app, you add fields that users will need to fill out when they create new app items. As Contracts are interfaces that display data from source apps, users won’t be able to create a contract item. In the Form Settings window of a contract, you need to add fields that data from source apps will later be passed to.

Contract’s system properties

System fields that any source app has by default are automatically added to a contract: ID, Created on, Author, Changed, Editor, Deleted, and Name. You cannot delete them. When you add a new source app to a contract, these fields will be matched with the app’s system fields automatically.

The form also includes another default field, Link to original*. This field links the contract item with the source app item. When a new item is added to the contract, the link to the original app item will be passed to this field. You will be able to use this property in business processes and scripts.

Adding custom properties

You can also create custom fields to pass other data from source apps to the contract. To do that, drag the properties you need from the side panel to the left side of the Form Settings window.

Note that when a source app and a contract are being linked, the system matches types of fields, not their names. For each source app field you want to pass, you need to create a field of the corresponding type in the contract. For example, to pass the “Responsible Manager” field from the source app, you need to create a field of the Users type in the contract.

When you do that, you won’t be able to link the contract with an app that does not include a Users type field.

Read more about all available types of app item properties in the System data types article.

You can skip adding custom properties when you create the contract and add them later; simply click Save in the Form Settings window. Read more about adding custom fields to a contract in the Work with contract fields article.

5. To finish configuring the contract form, click Save in the upper right corner of the window.

The created contract will appear in the workspace’s left menu.

Contract settings

To go to a contract’s settings menu, click the gear icon next to its name and select the option you need:

• Access settings. By default, access permissions to each item in a contract are inherited from the corresponding permissions of the source apps. You can restrict access specifically to the contract and its items. Read more in the Access to app data article.
• Source settings. Here you can add Source apps. These are apps whose items will be shown on the contract’s page. When you select an app, you can match the contract’s and the app’s fields. Read more about it in the Add a source app article.
• Contract fields. Here you can view all fields added to the contract and create new ones. Note that you need to add fields that will be matched with the source apps’ fields. They need to be of the same type. If a contract doesn’t have fields that match the app’s fields, you won’t be able to link them. Read more about it in the Work with contract fields article.

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