Configuration & set-up

Showing all 22 resources

• Service areas Service areas used to categorise vendors and services. /servicearea 9 endpoints
• Sourcing categories Purchasing categories used to classify vendors. /sourcingcategory 12 endpoints
• Business units Your organisation's business units (departments, divisions). /businessunits 9 endpoints
• Currencies Currencies and exchange settings. /currency 9 endpoints
• Tags Free-form tags that can be attached to records. /tags 9 endpoints
• Contract lifecycle stages Stages a contract moves through (Draft, Active, Expired…). /lifecycles 10 endpoints
• Saved views Saved list views (chosen columns and filters), which can be shared. /view 13 endpoints
• Agreement types Types of agreement (MSA, NDA, SOW…). /agreementType 10 endpoints
• Custom fields Extra fields administrators add to records. /customfield 11 endpoints
• Contract custom field values Custom field values stored on contracts. /contractcustomfield 7 endpoints
• Vendor custom field values Custom field values stored on vendors. /vendorcustomfield 7 endpoints
• Tabs Tabs shown on record pages. /tabs 10 endpoints
• System fields The registry of built-in fields and their labels. /fields 8 endpoints
• Filter drop-downs Supplies the choices shown in filter drop-downs on list screens. /entityfilters 50 endpoints
• Organisation types Types of organisation (vendor, customer, partner…). /organisation-types 4 endpoints
• Table layouts Column layouts for list screens: personal, default and system-wide. /dataGridTableLayout 9 endpoints
• Share links Shareable links to a page or view. /share-links 2 endpoints
• Page sections Sections within a tab, and the fields inside them. /sections 11 endpoints
• Timeline events Events plotted on a record's timeline. /timelineevents 8 endpoints
• Timeline categories Categories used to colour-code timeline events. /timelinecategories 8 endpoints
• Timeline templates Ready-made timelines that can be applied to a record. /timelinetemplates 10 endpoints
• Table layout roles Which roles see which table layouts. /dataGridTableLayoutRole 1 endpoint