Redwood: Search and Manage Contracts from List Page

Pre-Requisite

Roles, data access, and resource setup in place.

Steps to enable and configure

1. Enable Opt-In (Redwood Contract Management)

Setup and Maintenance → Enterprise Contracts → Redwood Contract Management [Enable]

Contract Management → Contracts (New) 

2. Enable and Configure Adaptive Search for Contracts

Setup and Maintenance → Task List → Configure Adaptive Search

Go to → Setup Tab Page → Quick

Setup → Advanced Tab

Contract (Header)
 - Lines
 - Parties

Enable the required fields.

Analyzed Text Search → Enables fuzzy logic and advanced text processing for free-text search, providing capabilities such as spelling tolerance and partial word matching. For example, searching for “agreemenr” will still return results for “agreement”

Include in Keyword Search → Allows the field to be used when users type directly into the global search bar at the top of the Redwood list page. In other words, the field participates in the keyword search performed without adding a specific filter

Configure UI → Contract

Enable the Required Features (Create / Export)

Enable the Required Fields in Display in UI 

Publish the Changes

Setup → Advanced → Actions → Full Publish

Note:

Publishing Adaptive Search changes may take a significant amount of time to complete. Depending on the volume of contract data, the publish process can take up to 12 hours. It is recommended to perform the publish action during off-hours to avoid any impact on users.

Tips:

1. Displays only buy-intent contracts, latest version only.

2. Filtering, grouping, and column options are strictly governed by Configure UI settings.

Contract (New)