Link a custom object to agreement

Vic_H asked a question.

December 19, 2018 at 8:00 AM

I'm trying to link a custom object to an agreement.

I've setup the object type that it can be linked to an agreement, but so far cannot find how to link this, can only see the Agreement tab when I look at a custom object.

Eg. Track SSL certificates but link them to an agreement (and respectively computer etc.)

Detlev Eufinger (Flexera Software)
8 years ago
Hi Victor, you must have previously created a contract to associate this with an object. Note: Software contracts are excluded here!
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- AllieD
  8 years ago
  Hello Detlev, I tried doing the above, however, when I look at the Agreement under the Objects tab, it only list the Object Types. I then have to click on the Object type to see the Objects....
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  - Detlev Eufinger (Flexera Software)
    8 years ago
    Hi Allison please go to objects… Search for objects….. select your object type Click on search Select your object and click on Edit Object Her you can connect the Agreement with your object
    Expand Post
- Vic_H
  8 years ago
  Fantastic! I only have software agreements in so far and didn't experiment with anything else. Help guide didn't indicate anything about this exclusion.
  Expand Post

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Link a custom object to agreement