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

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.


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8 REPLIES 8

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.


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.