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CLM hidden document phase When MA Creating new contract document(upload)

Former Member
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Hi Experts,

I need to upload new contract document time limit user choice,can only choose draft. Contract Document Phase field I want to hide in the Creation of the contract document when that new,or the defaul value to it(Draft).

Anyone can give me answer?Thank you very muck!

Accepted Solutions (0)

Answers (3)

Answers (3)

Former Member
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Hi Xi

This field is access controlled, just go security profiles and remove the access. This field will disappear. hope that helps.

former_member190023
Contributor
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Hi Cheng,

It's a bit unclear to me why the Phase picker shows up in the first place... But if it comes by default with Draft you can hide it like this:

  • Create Page Customisation on Contract Document Transitional Bo (2011)

  • Add the Phase field - Hidden - Yes.

Later Edit:

  • The phase picker is displayed as a result of Security Profile ACL:
    • Contract Generation -> Contract Document -> Phase Selection During Upload - Allow
  • Phase is automatically coming defaulted to "Draft" so you can either change the Sec Profile or hide it using Page Customisations

Bogdan

former_member207877
Active Participant
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Hello Cheng,

Unfortunately we cannot limit user to choose only one phase in the transitional UI to which you are referring instead you can restrict the user through scripting.

But this can be done only once the user chooses the phase and then clicks continue and SAVE.

Regards,

Raj