The Zurich release has arrived! Interested in new features and functionalities? Click here for more

Parent/Child relationship in Contracts

tschenke
Giga Contributor

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.  

1 ACCEPTED SOLUTION

Community Alums
Not applicable

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.


View solution in original post

8 REPLIES 8

Community Alums
Not applicable

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.


This worked perfectly thank you


tschenke
Giga Contributor

I can do that!   Thanks again Ben.


Community Alums
Not applicable

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.