Create a contract request

Creates a contract request record in CLM.

The required fields to create a contract request record are:

  • Name
  • RecordType

CLM auto-populates the system fields, such as Status Category and Status fields, which help identify the current stage of the contract request lifecycle.

The Status Category and Status fields are set as "Request". By default, the logged-in user is added in the Owner field.

You can introduce these additional and custom fields to the contract request.

  • Name
  • Account
  • RecordType
  • Owner
  • Status
  • StatusCategory
  • Id
  • CreatedBy
  • CreatedDate
  • ModifiedBy
  • ModifiedDate
  • ExternalId
  • ActivatedBy
  • ActivatedDate
  • ContractCategory
  • ContractNumber
  • AmendmentEffectiveDate
  • AutoRenewConsent
  • AutoRenewTermMonths
  • AutoRenewalTerms
  • AutoRenewal
  • ContractEndDate
  • ContractNumber
  • ContractStartDate
  • Description
  • InitiationType
  • InternalRenewalNotificationDays
  • InternalRenewalStartDate
  • ParentContract
  • Perpetual
  • PrimaryContact
  • Opportunity
  • RemainingContractedDays
  • RenewalNoticeDate
  • RenewalNoticeDays
  • RetentionDate
  • RetentionPolicyId
  • Source
  • SpecialTerms
  • SubmitRequestMode
  • TermMonths
  • TerminationComments
  • TerminationDate
  • TerminationNoticeDays
  • TerminationNoticeIssueDate
  • TermType
  • TotalContractValue
  • ExecutedDate
  • Currency
Language
Credentials
Bearer
JWT
URL
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