How do I update a contract view?

Update a contract view

1. Go to Contract Views and open the view.
2. Click Update View.
3. Use one or both field options:
   • Add new field
   • Add existing field
4. Save changes.

If a view is shared, updates are visible to everyone with access.

Add new field (when and how)

Use Add new field when the data you need is not already available in existing columns.

• Creates a new custom field for contracts (for example: internal owner, business unit note, custom review flag)
• Best for organization-specific tracking not covered by standard fields

Typical use cases:

• Team-specific metadata
• Workflow tags/flags
• New reporting attributes

Add existing field (what it is and how to use it)

Add existing field lets you use any already-available contract attribute in your view.

It can pull from:

• Standard contract fields
• Existing custom fields
• Analyzed attributes/metadata fields enabled for your workspace

What it does

• Adds selected attributes as table columns
• Makes those same attributes available in filter rules
• Supports sorting/grouping based on selected fields (where available)

How it works

1. Click Add existing field
2. Search/select a contract attribute from the dropdown
3. Use those attributes to create filters with:
   • Field (the contract attribute)
   • Operator (e.g., Equals, Not Equals, Contains, Greater Than)
   • Value (the value to match against)
4. Click Save to apply changes to the view

This does not create new fields. It reuses existing contract attributes and controls how contracts are displayed in that saved view.

If you don’t see update options, your role likely needs update_views permissions.