Group contract documents by contract type in the contract request form

As an administrator, group the contract documents by contract type in the contract request form.

Before you begin

Role required: admin

About this task

Customize the Standard Record Page (SRP) to display contract documents grouped by contract type in the Contract document tab through UI Builder, a web user interface builder. For more information, see UI Builder.

Procedure

1. Navigate to Now Experience Framework > UI Builder.
2. Search and select your workspace.
3. Navigate to Record > SRP record.
4. In the Page content list, under Body > Resizable panes > left > Main Tab > Related List, select list related.
5. Define the grouping by selecting the Config tab and under the Default display section, enter the following code in the Group byfield:

   function evaluateProperty({api, helpers}) {
     var isContractRequestForm = api.item.value.parentTable =="sn_cm_core_contract_request";
     var isContractRevisionTab = api.item.value.table == "sn_cm_core_document_revision";
     if( isContractRequestForm && isContractRevisionTab){
       return 'document';
     }
   return '';
   }

   Note:

   If the field is not editable, select the scope applicable to your workspace in the Select an application drop-down list at the top of the page.
6. Select Apply.