This feature allows customers to create contracts from wherever Salesforce Object desired, you can specify from which field Party Name and Party Org Number should come from as well which data fields to send on contract creation. 


Setup

Before beginning the setup process, please take a moment to confirm the following:

  • System Administrator:  Your user is a System Administrator on Salesforce.
  • Oneflow Administrator:  Your user has Oneflow Administrator Permission Set assigned.
  • Oneflow: Your user is an Oneflow Administrator in Oneflow.

Follow these steps to setup:

  1. Drag-and-Drop our Lightning component OneflowContractList to the desired object page layout
  2. Click "Configure"  on OneflowContractList.
  3. Choose which fields from this object should the Party Name and Party Number (optionally also choose data fields to send when a contract is created from this object.)4.
  4. Add Object to Participants' flow, check our article How to customize Participants Information shown when creating contract to any object. (Optional for Opportunity, Account, Contact and Lead.)


    Keep in mind that Out-of-the-box Opportunity is already pre-configured.

    Example for Lead shown on video bellow:



Configuration

After setup to change the configuration of this feature, navigate to a record and click the configure option on OneflowContractList component.

When clicking "Configure" the following wizard appears


Choose Data Fields to be sent to Oneflow (optional)


Choose Party Name and Party Org Number