Skip to content
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add a workspace action button for initiating a contract request

Define an action button in your workspace and map it to the built-in action that initiates a contract request.

Before you begin

Role required: admin

Procedure

  1. Add initiate contract request functionality to your workspace.

    1. Navigate to All > Now Experience Framework > Declarative Actions > Form Actions

      For more information, see Customizing Configurable Workspace with declarative actions

    2. Select New.

    3. Set the action to the type UXF client action and map the action to the initiate contract request functionality and by entering the following field values.

      FieldValue
      Implemented asUFX Client Action
      Specify client actionInitiate contract
Image omitted: cmpro-bu-form-actn-initiate-cntr.png
Add initiate contract declarative action to your workspace
4.  On the form, fill in the other fields.

    For details, see [Action assignment form](cmpro-actn-assignment-form.md)

5.  Right-click the form header and select **Save**.
  1. Create an event mapping for the initiate contract declarative action.

    1. Select Advanced view listed under Related Links.

    2. Select UX Add-on Event Mappings related list.

    3. Select New.

    4. In the Source Component field, select Action bar.

    5. In the Source Declarative Action field, select initiate_contract.

    6. In the Controller field, select Form.

    7. In the Target Event field, select [Record Page] Open modal.

    8. In the Target Payload Mapping field, define the fields to send by pasting the following JSON code.

      {
          "container": {
              "fields": {
                  "binding": {
                      "address": [
                          "fields"
                      ]
                  },
                  "type": "EVENT_PAYLOAD_BINDING"
              },
              "params": {
                  "binding": {
                      "address": [
                          "params"
                      ]
                  },
                  "type": "EVENT_PAYLOAD_BINDING"
              },
              "route": {
                  "binding": {
                      "address": [
                          "route"
                      ]
                  },
                  "type": "EVENT_PAYLOAD_BINDING"
              }
          },
          "type": "MAP_CONTAINER"
      }
      
    9. On the form, fill in the other fields.

Image omitted: cmpro-uptake-ux-add-event.png
Create event mapping for initiate contract action
    For a description of the field values, see [UFX Add on Event mapping form](cmpro-ufx-event-map-form.md).

10. Select **Submit**.
  1. Configure visibility conditions for initiate contract action button.

    1. Select Advanced view listed under Related Links.

    2. Select to the Conditions related list.

    3. Set the conditions for the visibility of the action button.

Result

An action button to initiate contract requests from a contract record is available in your workspace.

Image omitted: cmpro-bu-initiate-contract-button.png
Initiate action button added to your workspace

Parent Topic:Add and configure contract request functionality into your workspace

Related topics

Configure non-task tables for contract templates

Add Contract requests tab to the contract request record

Add amendment tabs to contract repository record

Add Contract documents tab to the contract repository record

Copy fields from parent request to contract request

Group contract documents by contract type in a contract request

Add access to obligation management from contract repository records

Configure the contract request form header for your workspace

Assign a role for configuring template mappings

Enable contract request fields in condition builders

Configuring the Playbook tab on contract repository records