Collaborator has to be removed from the Collaborator List

[kushagra_agrawal]

Hi All,

Can anyone Let me know how a user who is added as collaborator in one of the Master Agreement in CLM System has to be deleted through workbook?

Looking forward for the answer.

Thanks,

Kushagra A

[former_member200421 · Accepted solution]

HI Kushagra,

You can use the Document Collaborator template to remove collaborators.  Once you populate the template, you can import it using the Document Collaborator object type.  I've copied and pasted the columns that need to be populated below to give you an example.   I can send you an example template if you send me your email address.

Thanks much,

Rosemary

rosemary.boisclair@sap.com

CLASS_NAME	PARENT_EXTERNAL_ID	PARENT_UNIQUE_DOC_NAME	LOOKUP_PRINCIPAL	LOOKUP_COLLABORATOR_TYPE	LOOKUP_COLLABORATOR_ROLE	PRINCIPAL
contracts.Contract		MA-2013-00112	rboisclair	User	Collaborator	<DELETE>

[kushagra_agrawal]

Hi Rosemary,

Thank you for such a promt reply.

My e-mail id is kushagra.agrawal@gmail.com

It would be really helpful if you can provide a example template.

Thanks

Kushagra A

[former_member200421]

My pleasure.  I've sent the template.

Thank you,

Rosemary