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Add Sub-Table Lines   
Page last modified on Wednesday, July 8, 2020 1:59 PM (by Nash DeVita) (initially created on Tuesday, July 7, 2020 2:12 PM)
Assigned to: Adding a Contract
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Adding a Contract: Adding Sub-Table Data on the Add Screen

If configured to, some sub-tables may be available to data entry on the record's Add Screen.

Adding Sub-Table Lines on the Record Add Screen

1. Add a new record as usual.

2. Between the individual fields and the Save & Continue button, each selected sub-table is available. If a particular sub-table is not available, your system administrator has not enabled it for use on the add screen.

3. Click Add New Record. 

4. A set of fields appears for each column header for each sub-table. Enter data into all required fields (as marked with a red asterisk (*) in the column header) and all other data available.

5. When done entering data for the parent record and all applicable sub-tables, click Save & Continue.

 

For more information on sub-tables, please review our wiki page on Custom Sub-Tables.

 
   
 
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CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
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