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Impact on existing matters and contracts when modifying fields in matter or contract types
Impact on existing matters and contracts when modifying fields in matter or contract types
Alina avatar
Written by Alina
Updated over a week ago

What happens to existing matters and contracts when an Administrator adds or removes fields from a matter and/or contract type?

To learn how to add or remove fields, take a look at this article: How to use custom fields by assigning them to contract/matter types.

Matters

Adding fields to a matter type

When you add a new field to a matter type, the following happens depending on the state the matter is in at the moment:

  • Active – new field is added

  • On hold – new field is added

  • Complete – new field is not added as the matter information is in a "locked down" state when completed. Workaround: If the matter state is changed back to active or on hold, the new field will be added to the matter.

Removing fields from a matter type

When you remove a field from a matter type, the following happens subject to the matter state:

  • Active – field is removed and disappears from matter details

  • On hold – field is removed and disappears from matter details

  • Complete – field is retained as the matter information is in a "locked down" state when completed.

Note that If the matter state is changed back to active or on hold, the matter details will reflect the latest matter type form and the field along with the existing value will be removed.


Contracts

Adding fields to a contract type

When you add a new field to a contract type, the following happens subject to the contract state:

  • Draft – new field is added

  • Negotiating – new field is added

  • Signing – new field is added

  • Executed – new field is added

  • Expired – new field is not added, as expired contract stage puts it in a "locked down" state.

Removing fields from a contract type

When you remove a field from a contract type, the following happens subject to the contract state:

  • Draft – field is removed and disappears from contract details

  • Negotiating – field is removed and disappears from contract details

  • Signing – field is removed and disappears from the contract details

  • Executed – field is removed and disappears from contract details

  • Expired – field is retained.

Any changes on the contract type fields will not apply to contracts with the expired state so when a contract is renewed, it only retains all the contract fields that were there when it expired. Fields that were removed and new fields that were added to the contract type prior to renewal will not reflect on the renewed contract. The same goes when a contract is voided and unvoided back to draft - it retains all the fields that were present prior to it being voided.

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