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Home/Docs/Entity Reference/Terms — entity reference
REFERENCE · Last reviewed

Terms — entity reference

A terms-and-conditions text block for contract documents. Rows flagged Is Template act as reusable boilerplate, categorized by terms type, line of business and the contract duration they apply to; Sequence number orders the blocks. Standalone in first-party metadata — no foreign key ties a Term to a specific Contract, and no first-party server code consumes its display toggles (Show Scope, Show item Breakup, Show Summary).

Fields

FieldLabelTypeRequiredWhat it does
ContractDurationContract DurationPickListContract length this terms block applies to, stored as a picklist string (seeded: 6 months, 12 months, 24 months), not a number. Values: 6 months, 12 months, 24 months.
CreatedByIdCreated ByLookup → UserAccountYes
CreatedDateTimeCreated DateDateAndTimeYes
DescriptionDescriptionText
IdIdGuidYes
IsTemplateIs TemplateBooleanMarks the row as a reusable boilerplate block rather than one-off terms text. Defaults to false.
LOBLOBPickListLine of business the terms block applies to. Seeded values: Scientific Services, Automobile Services. Values: Scientific Services, Automobile Services.
ModifiedByIdModified ByLookup → UserAccountYes
NameNameTextYes
OwnerIdOwnerLookup → UserAccountYes
RecordTypeIdRecord TypeGuid, hidden
SequencenumberSequence numberNumberOrdering position of this block relative to other terms records.
ShowitemBreakupShow item BreakupBooleanBoolean display toggle stored with the block. No first-party server code consumes it; any effect comes from tenant document templates.
ShowScopeShow ScopeBooleanBoolean display toggle stored with the block. No first-party server code consumes it; any effect comes from tenant document templates.
ShowSummaryShow SummaryPickListDisplay toggle like ShowScope and ShowitemBreakup, but stored as text rather than boolean in both the domain model and metadata — expect string values where the neighbouring toggles hold true/false.
SubscriptionKeySubscription KeyGuid, hiddenYes
TermsTypeTerms TypePickListCategory of the terms block. Picklist with a single seeded value, Contract Terms; further values are tenant-defined. Values: Contract Terms.
UpdatedDateTimeModified DateDateAndTimeYes

Actions

ActionLabelTypeWhat it does
CloneCloneServerAction (Clone)Create a copy of this record
DeleteDeleteDeleteDelete
NewNewNewNew