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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

Mary16
Giga Contributor

Who creates these? Do they perform the actions prior to putting them in the course? Do you really want people to earn this cert? Fix the course because your simulator task instructions are wrong. I spend more time searching for the correct way to perform the task than i should. This is such a waste. I don't want to continue this even though its free. I can only imagine what chaos I would have to deal with working using service now, If they can't get the course right. Hire someone to fix this mess! I bet they are paying someone over $100000 yr to create this confusing mess. Pay me $80000 and i'll fix it for you. Time is valuable and I have no more time to waste on this.

Jayla Rodgers
Kilo Contributor

Hey friends! For anyone who may be struggling to find Apple or Google in the vendor search bar, there is a "New" button in the upper righthand corner when browsing through the vendors list. This allows you to set up Apple and Google as vendors. I found this by happenstance and boy am I glad I did. Enjoy your studies everyone and best of luck!  

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Jared Perry
Kilo Contributor

Can someone walk me through step 1. I'm literally lost and confused on how to do the whole activity. Very frustrating

tmhodge3
Tera Contributor

To complete task 1 (create template form) follow these steps: 

1. Go to All > Contract > Contracts > All module in the Filter navigator

2. Click on New 

3. Once in the record, a gray bar at the bottom should appear titled Template. If not, try clicking the ... button and click Toggle Template Bar. The bar should appear. 

4. At the template bar, click the + button to create a new template. 

5. Name the template Create NDA Contract. Then below where it says Template, apply the required fields ONLY in the template section. 

 Contract model: NDA
 Contract administrator: Karla Ken
 Approver: Bud Richman
 Options: 1 Year

 

Delete any additional fields.

Sunil28
Kilo Contributor

Seems like there is a problem. When i select only three option (removing Option field from Template) it works fine. When I update the Template with Options = 1 Years. It starts throwing conflict error. Can someone help with that,