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Contract Templates cannnot be selected

Mai2
Discoverer
0 Kudos

Dear Experts,

Hello, I am having a problem creating Contract Workspace.

When I create Contract Workspace,there are no templates I can select.

I have already created some templates and published them.

What caused this situation?

Accepted Solutions (1)

Accepted Solutions (1)

melissametropol
Advisor
Advisor
0 Kudos

Hello Mai,

If you are not able to see a template you were able to see before, it could be because of the Contract Type or Procurement Category. If you are a Template Creator, confirm the Contract Type and add the Procurement Category values. (The "Procurement Category" is just copy of the parent agreement).

Or, it could be permission-based if you are accessing a new project and the Contract Template is not there for you to select. A visibility condition for the template appears in the properties portal on the Overview tab.

Remove the visibility condition using the following steps:

  1. Open the template.
  2. On the Overview tab > Click Actions > New Version
  3. Once the template is in Draft status, click Actions > Edit Properties
  4. Scroll down to the Conditions field
  5. Click [Name of Condition] > Other... > Deselect the condition> Click Done
  6. Click Actions > Publish

Please note that you must have the Template Creator permission on your user account to edit, create and copy templates. Reach out to the Template Creator/Template Owner if you are unable to edit the Contract Type, Procurement Category, or any visibility conditions.

I hope this is helpful,

Melissa

Answers (1)

Answers (1)

Mai2
Discoverer
0 Kudos

Hello Melissa,

I tried the method you taught me and it worked well.

thank you very much.It was so helpful.

Mai