How to set a default value for new contract document names?

[Former Member]

Hi Experts,

I am struggling to implement a requirement which seems quite trivial - when a new contract document is created under a Master Agreement, then the default name of the contract should be auto-populated based on the Master Agreement name. Currently if we click on Master Agreements -> Contract Documents -> Upload Document button, then the New Contract Document screen opens up where we have to type in a mandatory Name. Instead of typing in this value, we need to set this to the MA name.

I tried creating a script definition with the following code:

agreementObj = doc.getParentIBean();

doc.setDisplayName(agreementObj.getDisplayName());

Tried including this in a Document Life Cycle event script on Contract Document - Created. Didnt work. Tried same logic on Contract Document Duplicated. Again didnt work. It seems like Created event is triggered only after the user types in the contract name, chooses other required fields and clicks Continue button.

How can I find the correct event which loads the New Contract Document screen? Please help.

Thanks in advance,

Gayathri

[Former Member]

Hi Experts,

Any suggestions/pointers to solve the above issue?

Thanks,

Gayathri