Mass Update of Contract Document Fields via workbook in 7 Simple Steps
There are many questions in SCN related to Mass update of Contract Documents fields. This blog will give the insight of how the Contract Document fields can be mass updated through workbook. Hope it will help.
Follow the following steps for updating Contract Document fields:
Step1. Download the Workbook Template from Contract Document and Importer
(Setup–>Document Setup–>Agreements–>Contract Data and Document Importer).
Step2. In the workbook Below 3 Fields are mandatory in order to mass update the CDs
UNIQUE_DOC_NAME: Master Agreement’s Unique ID
DOC_DISPLAY_NAME: It is the Display Name of the CD which has to be updated
SKIP_PHASE_TRANSITIONS: This field should be TRUE
Apart from the above fields, other fields which have to be updated are added in the Workbook
For Example, CD phase and some custom fields have to be updated then below is the screenshot of the Workbook. Likewise any field in the Contract Document can be updated.
Note: If phase of CD is updated via workbook then it will not change the Status at the Master Agreement level.
Step4.Login into the System with Enterprise credentials
Step5. Click on Setup–>Document Setup–>Agreements–>Contract Data and Document Importer
Step6. Click on New
Step7. Select “Upload Master Agreement Data” option and click on next
- Upload the Workbook and click on next
- Click on Finish in order to complete the import.
Any feedback and suggestions are appreciated J