How do I create a new contract view?

Users with the right permissions can create new contract views from the Contract Views page.

Steps

1. Go to Contract Views
   Open Contract Views in the left sidebar.

2. Open Create new view
   Click Create new view in the contract views toolbar. A dialog opens.

3. Describe the view in a query
   In the dialog, describe the contract types and column fields you want. For example: "Active contracts expiring in 30 days" or "MSAs by region with execution date and counterparty."
   The system uses your query to generate a new view with suggested columns and filters.

4. Create the view
   Click Create. The new view is created and appears in your list.

5. Refine the view (optional)
   After the view is created, you can change it using Update View:

   • Add new field to create a custom field for the view.
   • Add existing field to add more standard or custom columns.
   • Set or change filters (e.g. contract type, date range, status) in the Filters tab.
   • Use Edit fields to choose which columns are visible and drag to reorder.
   • Check out the View Columns documentaton to see a list of available columns.

Once saved, the view is available in your list and (depending on sharing) to others. You can edit it anytime via Update View to change columns or filters.