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Former Member
Sep 04, 2013 at 09:11 AM

Master Agreement List Channel Toolbar


I've created templates for each master agreement type and I only want users to be able to create a master agreement from a template. I do not want users to just be able to create a master agreement without using a template.

I have removed the "Create Master Agreement" option from the top level navigation under Contract Management > Agreements, leaving the "Create Master Agreement From Template". In addition, I would like to reconfigure the New button in the Master Agreement List Channel to trigger the "Create Master Agreement From Template" option. Alternatively, I could live with that button suppressing the list of master agreement types and only providing the "From a template:" option where the user would select a template with the object picker.

Does anyone have any ideas how to reconfigure the New button on the Master Agreement List Channel?