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Last Updated: 2025-10-03
Set Up Intake Forms Button for Contract Lifecycle Management Workflow

Set Up Intake Forms Button for Contract Lifecycle Management Workflow

To initiate new workflow tickets directly from Salesforce, you can set up intake forms for the desired workflows. By adding the button to Salesforce record layouts, you can start new tickets and automatically populate the intake form with mapped data or files from the active Salesforce record.
You can configure Contract Lifecycle Management intake forms, create a button to initiate new tickets, and enable field history tracking for the Evisort Ticket object to streamline contract management.
  1. Set up custom settings for the Base URL and Workspace Settings for Intake Forms.
    1. Access
      Custom Settings
       from
      Setup
      .
    2. Go to
      Evisort Workspace Settings
       and click
      Manage
      .
    3. In the section Default Organization Level Value, click
      New
       or
      Edit
      . Complete the task:
      Option
      Description
      Workspace
      Enter your client workspace name.
      Subdomain
      clients
      Domain
      com
      You can find your client workspace name, subdomain and domain in the URL when you access documents in CLM & CI. Example: https://clients.evisort.com/globalmodern/documents/20d6304b-e19b-4469-a949-33be90d4527a
  2. Create the
    Intake Form
     button.
    1. Access
      Object Manager
       from
      Setup
      .
    2. Search for the Salesforce object where you want to add the button, such as
      Opportunity
      , and click
      Buttons
      ,
      Links
      , and
      Actions
      .
    3. Click
      New Action
       and complete the task:
      Option
      Description
      Object Name
      Opportunity
      Action Type
      Lightning Web Component
      Lightning Web Component
      evisort:intakeForm
      This must be the exact text.
      Standard Label Type
      None
      Label
      Intake Form
      Name
      This field automatically populates with an api-friendly button name based on the label you provide.
      Description
      Creates or Edits the CLM Intake Form for this record.
  3. Add the
    Intake Form
     button to the Page Layout.
    1. Access
      Object Manager
       from
      Setup
      .
    2. Search for
      Opportunity
      .
    3. Click
      Page Layouts
      .
    4. Go to each active page layout and place the button on the layout.
      You must navigate to each page layout because placing the button on one page layout does not place that button on every single page layout.
    5. Access the
      Mobile & Lightning Actions
       and drag the
      Intake Form
       to the first position below
      Salesforce Mobile and Lightning Experience Actions
      .
    6. Click
      Save
       .
  4. Enable
    Field History
     for the Evisort Ticket object. See Track Object Field History