Defining List of Values for Terms

You can define the values that are displayed in the list of a user-defined term definition. These values are displayed when a user clicks a term placeholder that originated from the term definition.

To define a list of values for terms, complete the following steps:

1. On the Term Definitions tab, search for and select a term definition.
2. Select List of values or Both.
3. Add the Value, and click Add to List.
   Note: You can enter a term value of up to 1000 characters.
4. Add values for the term as required.
5. To change the order of a value in the list or to remove it, select the value, and click the corresponding arrow button or Delete.
6. To define a single default value to be applicable in the list of values of a term, highlight it and select Default value.

   If you do not define a default, ‘blank’ is the default.

   Tip: If you have defined an approval rule condition for the term when a clause that contains this term is included in a contract, define a default term value that satisfies that condition.
7. To define any selectable value for external party users in a language view, highlight the term, and select Display to other parties.

   If this option is cleared, an external party user cannot select the value. An external party user can see it only if an internal user first selects it. If the external party user then changes the value, the original value cannot be seen. However, if you have selected Both, an external party user can enter any value of the data type.

8. Click Save.