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Configuring the organizational assignment

You can use the Organizational assignment field to assign a contract to a business unit. The column is created by default. Carry out the following steps to define a selection and display the column in the user interface:

  • Create the term.

  • Add a column to the content type.

A maximum depth of three levels is supported. If you do not want a particular level to be visible, change the configuration accordingly. 

Creating the term - This is how it works 

  1. Open the Site settings.

  2. Open the Term Store Management under Site Administration.

  3. Navigate to Term Store Management Tool > Taxonomy Term Store in the site collection.

  4. Select the term set ecsContractOrganization.

  5. Create a new term by clicking on the term set ecsContractOrganization and selecting Create term.

  6. Enter a new name for the term.

  7. Optional: Create a sublevel by clicking on the new term and select Create term.

  8. If the level is not to be selectable: On the General tab, disable the option Available for tagging so that the term cannot be selected.

  9. Optional: Assign a default label for additional languages by selecting the appropriate language.

  10. Save the new term.

  11. Empty the cache on the start page of the d.velop contracts for Microsoft 365 administration interface. Your changes will then be applied in the contract management interface.

Allowing multiple selection - This is how it works 

  1. Open the Site settings.

  2. Open the site columns and select Organizational assignment.

  3. Select the Allow multiple selections option.

  4. Save your changes.

  5. Empty the cache on the start page of the d.velop contracts for Microsoft 365 administration interface. Your changes will then be applied in the contract management interface.

    Note

    If you have previously used organizational assignments in your permission rule set, you will now need to adapt these rules for multiple selection, otherwise they will no longer work.

    Note

    If you have previously made list-level customizations, you must also make this configuration at the list level.

Adding a column to the content type - This is how it works 

  1. Open the Site settings.

  2. Open Site content types under Web Designer Galleries.

  3. Open the site content type ecsContractContentType.

  4. Select a site column under Add from existing site columns and add the column Organizational assignment.

  5. Empty the cache on the start page of the d.velop contracts for Microsoft 365 administration interface. Your changes will then be applied in the contract management interface.