Fields on a contract

Fields is the first section on the Contract tab. It starts open. Choose Edit, change the details, and choose Save. Edit stays in the heading while you are editing. Cancel puts the details back. A saved edit shows “Changes saved.”

The contract name is not in that form. Change it from the heading. Contract type and Notice deadline are plain boxes. The type cannot be changed. Notice deadline is the expiry date minus the notice period, and the line says “Calculated. Expiry date minus notice period.” It is omitted when there is no expiry or no notice period.

Built-in fields

The form can include Name (on create), Counterparties, Expiry date, No fixed end date, Auto-renews, a renewal term in whole months, Notice period in days or months, Effective date, Signed date, Contract value with a currency, Our entity, and External reference.

An admin chooses which of the optional ones a contract type requires. Expiry is always part of the contract: you enter a date or tick No fixed end date. An open-ended contract shows “No fixed end date” on the record.

Date fields use a date picker. The button shows a date such as 19 Oct 2026, or “Pick a date” when it is empty. An optional date has Clear. A required date cannot be cleared.

A date before today in your local time zone uses the destructive colour and a Passed badge. A date today or within the next 30 days has a Due soon badge. Key dates on the contract lists every date that has a value, including Expiry date and the calculated Notice deadline, in date order. With none, it says “No dates set.”

Custom fields

A contract type can include workspace fields: Text, Number, Currency, Date, Dropdown, Multi-select, User, or Boolean. A required custom field’s label ends in “ (required)“. A removed dropdown option that is already stored shows “Removed option”. A person field only accepts an active member.

Counterparties

Counterparties are pills. The primary one is marked Primary. Make primary is on a pill when there is more than one. Add "{text}" opens Add counterparty when you are allowed to create one. Save creates it and selects it. Save on the contract links it.

A contract type can include counterparty fields, such as Counterparty address line 1. A field that is not overridden is a disabled box with the primary counterparty’s current value. Override for this contract lets you type a value for this contract only. Save override keeps it. Reset to counterparty removes it. Editing the counterparty updates every contract that has not overridden that field. An override stays if you change which counterparty is primary.

When creation is limited to admins, a member does not see Add or Edit details. Linking an existing counterparty stays allowed. See who can add counterparties.

Someone who can only view sees “You can view this contract. Ask an owner for edit access to change it.” and does not see Edit.