With Agreements & Promotions Types you can speed up the process of creating a new Agreement/Promotion. An Agreements & Promotions Type is a template that specifies the header, Condition Type filtering and workflow logics and the JSON configuration for dynamic tabs. You can define several Agreements & Promotions Types and then quickly create Agreements/Promotions based on these types.

Create an Agreements & Promotions Type

1. Go to Agreements & Promotions > Agreements & Promotions Types and click Add Agreements & Promotions Type.

2. Give the new type a name, which must be unique. Note that Agreements & Promotions Types cannot be renamed once they are created – you can only change their label.

3. Optionally, define a label. The label must be unique and it also cannot be the same as an already existing Agreements & Promotions Type name. The label can be changed anytime.
   If an Agreements & Promotions Type has a label, it will be displayed on the Agreements & Promotions list and detail pages instead of the name.

4. Select the desired header and Agreements & Promotions workflow logics. The drop-down lists contain only active logics – you can, however, type any logic's label into the field.

5. In the Configuration text box, you can define the structure of the Agreement/Promotion in JSON format. Specify how many tabs and what types of tabs the Agreement/Promotion will have. The editor will allow you to save a configuration containing only supported tabs. See the Knowledge Base article Detail Page Layout and Dynamic Tabs for details.

6. Select a filtering logic that will offer only some Condition Types for the user to select from when creating a new Agreement/Promotion.

7. You can limit which Agreements & Promotions Types the user will see when creating a new Agreement/Promotion by adding a user group in the User Group (View Details) column. Similarly, you can determine which users will be able to edit an Agreements & Promotions Type. Remember that certain rules apply to the combinations of user group entitlement settings.

8. Click Add.

Create an Agreement/Promotion Based on an Agreements & Promotions Type

When Agreements & Promotions Types are defined, you can start creating Agreements/Promotions based on these types.

1. Go to the Agreements & Promotions page and click the New Agreement & Promotion button.
   If there is more than one Agreements & Promotions Type defined, a drop-down list with available types appears on the first click.

2. Select the desired type.

3. Start editing your new Agreement/Promotion.

If you want to know on which Agreements & Promotions Type an Agreement/Promotion is based, you can see it in the Agreements & Promotions Type column on the Agreements & Promotions list page or in the Agreement/Promotion detail view on the Details panel of the Items tab.