Map contract tables using the Microsoft Word add-in for ServiceNow Contracts

Use the ServiceNow Contracts add-in to map a contract table to a source table in your ServiceNow instance to determine the data that will be added in a contract document. When a contract document is generated from the template, the rows and columns are dynamically added in the mapped table of the contract document.

About this task

The following video walks you through the process of configuring dynamic tables using Microsoft Word add-in for ServiceNow Contracts.

Before you begin

The Microsoft Word add-in for ServiceNow Contracts must be configured. For more information, see Configure the Microsoft Word add-in for ServiceNow Contracts.

An active contract template must exist in the Draft or Editing state. For more information, see Create a contract template to contain content controls.

Role required: sn_cm_core.contract_config and canvas_user

Procedure

1. Open the Microsoft Word document in which you want to map tables.
2. From the Microsoft Word ribbon, select the ServiceNow Contracts add-in.
3. On the login screen, enter the credentials of the ServiceNow instance for which the Microsoft Word add-in is configured.
   For more information, see Configure the Microsoft Word add-in for ServiceNow Contracts
4. In the Templates tab of the Microsoft Word add-in screen, select the contract template to which you want to map the data source table.
5. In the Table tab, create a table mapping for the template.
   • For a first table mapping, select Configure table mapping.
   • For subsequent table mappings, select the add icon beside the search bar.
6. In the Table mapping details section, configure the details for the data source table from which you want to add data in the contract document.
   1. In the Parent request table, select the source table from which contract request is created.
      Note:

      The field appears only when Contract Request table [sn_cm_core_contract_request] is selected when creating the contract template.
   2. In the Table field, select the data source table from which you want to add data in a contract document.
   3. Optional: In the Name field, either retain the default name or enter a unique table name.
   4. In the Record identifier field, select a table field to determine which records are added to the contract document.
      For example, if you have selected the Quote Line Item table and you want to include data only from the Quote record that initiated the contract, you would select the Quote field.
   5. In the Table Columns field, select the columns of the data source table that you want to map to the contract template.
   6. Select Next.

      Figure 1. Table mapping details

      

7. In the Table display configuration section, set the display properties to define how the data appears within the table in the contract document and then select Next.

   Field	Description
   Sort by	The criteria by which to sort the data.
   Sorting order	Sorts the data either in ascending or descending order.
   Enable hierarchy	Option to group the data based on parent-child relationships.
   Parent field	The parent field for the hierarchy view. This field appears only when Enable hierarchy has been selected.
   Hierarchy column(s)	The columns for which data should be displayed in the hierarchy view. This field appears only when Enable hierarchy has been selected.
   Row indentation	The number of spaces that child columns should be indented. This field appears only when Enable hierarchy has been selected.

   Figure 2. Table display configuration

   

8. Display the formatting symbols by selecting the Show/Hide formatting marks icon () on the Microsoft Word Home ribbon.
9. Initiate the table mapping in the contract template by selecting it along with the paragraph symbol (¶), and then selecting the table tag in the Map dynamic table section.
10. Select Next.
11. Map the columns in the contract template table by selecting a column in the mapped table and then selecting the appropriate column tag in the Map table columns section.
12. Select Complete.

    Figure 3. Table configuration

    

Result

The table mapping is completed and is listed under the Table tab on the add-in panel.

The table mappings are synced to the ServiceNow instance.

Figure 4. Table mapping

You can add conditions for the table mapping to filter for the data that appears in the contract. For more information, see Add conditions for a table mapping.

• Add conditions for a table mapping
  As a contract configurator, use condition builders to define criteria for a table mapping in a contract template so only the essential data from the mapped table is displayed in the contract document.
• Configure mapped columns to append or add fields from related tables
  Configure dynamic tables in a contract template to display additional data from related table fields by appending it to existing columns or adding it as new columns.

Related concepts

• Configuring signatories in Contract template using Microsoft Word add-in

Related tasks

• Configure metadata for fields, variables, and variables sets in a contract document
• Map clauses and clause variations using the Microsoft Word add-in for ServiceNow Contracts