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02-06-2015 05:46 AM
I am attempting to start contract management in Service Now and have a question regarding tying contracts together. For instance, we have a Microsoft EA. Under that EA we have several products that are covered. For those products, such as SQL, I have created Software License contracts. For the main agreement, I have created a maintenance contract. I would like to tie the Software License contracts to the overall EA. Is there a way to do that? I thought there was a parent/child relationship somewhere but I am not finding it.
Solved! Go to Solution.
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02-06-2015 07:20 AM
Unfortunately, this is not something that is there by default in the system.
FORTUNATELY, it is pretty easy for a Sys Admin to set up a simple parent/child relationship: Add a new Reference field on the Contract [ast_contract] table called Parent contract that points to the same table. Then you can define Parent contracts.
Because one parent can have many children, you can then add a new related list to show the child contracts of a parent. This is where it may get a little tricky. It is easy to add the related list (Contract -> Parent contract), but the resulting related list needs to be updated to allow you to select Child contracts. Right-click any list header and select Personalize > List Control. Then click the Enable Edit button. This allows you to select already created Contracts as children from a List collector instead of going to each child to select a parent.
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02-06-2015 07:20 AM
Unfortunately, this is not something that is there by default in the system.
FORTUNATELY, it is pretty easy for a Sys Admin to set up a simple parent/child relationship: Add a new Reference field on the Contract [ast_contract] table called Parent contract that points to the same table. Then you can define Parent contracts.
Because one parent can have many children, you can then add a new related list to show the child contracts of a parent. This is where it may get a little tricky. It is easy to add the related list (Contract -> Parent contract), but the resulting related list needs to be updated to allow you to select Child contracts. Right-click any list header and select Personalize > List Control. Then click the Enable Edit button. This allows you to select already created Contracts as children from a List collector instead of going to each child to select a parent.
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04-15-2015 02:55 PM
This worked perfectly thank you
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02-06-2015 07:58 AM
I can do that! Thanks again Ben.
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02-06-2015 08:26 AM
Happy to help. If that does the trick for you, please mark the question as answered so others are aware of this. I suspect you are not the only one interested in this.