Create form Template with name Create NDA Contract

Siddhnath Pande
Mega Guru

Hi Team,

The product development group wants to speed up and simplify the creation of Contracts for non-disclosure agreements.

1. Create a form template that anyone can use to apply the necessary field values specific to non-disclosure agreement contracts. Name the form template 'Create NDA Contract' and have it set the following fields:

 Contract model: NDA
 Contract administrator: Karla Ken
 Approver: Bud Richman
 Options: 1 Year
2. Test the Create NDA Contract form template by creating a new non-disclosure agreement for the vendor Apple. You may enter any value for the Contract number.

3. Stay on the same form by using Save, rather than Update. Then make use of Insert and Stay to create a second non-disclosure agreement using the same values but change the vendor to Google.
27 REPLIES 27

Hi Pawan,

 

Thanks for the explanation. I have also difficulties with step 2 and 3. Any suggestions?

Ahmed, Please tell me what issue you are facing ?

Regards

Pawan K Singh

How do you find "find NDA Contract" template when creating a new non-disclosure agreement for the vendor Apple

These are the contract model options available when creating a new non-disclosure agreement per the simulator module of ServiceNow but the "NDA Contract" template we created is not an option to choose.  How do we find it to complete this task?find_real_file.png

Hi Angie Smith,

 

In application navigator type ast_contract.LIST, this will open a records in List view, create a new record by Clicking on "New" button. Now in New record, Click on Toggle bar (3 dots on the top) and at the bottom of record you will see the Templates to choose from, Select 'Create NDA Contract' and proceed as needed.

Let me know if you still have this issue.

Regards

Pawan K Singh