Update Contract Block: Add Change Orders or Subcontracts to Project Profiles Automatically
📄 Update Contract Block: Push Change Orders, Subcontracts, and Budget Items to Project Profiles
The Update Contract Block allows your form submissions to directly update the Contract tab in a project profile—adding new change orders, subcontracts, or general line items based on form data. This eliminates double entry, enables real-time cost updates, and strengthens contract management.
📑 What Is the Update Contract Block?
This workflow block:
- Pushes a line item into the Contract tab of the linked project
- Lets you define the item type (Change Order, Subcontract, General)
- Maps fields from the form to populate the contract entry
- Tracks all entries for audit and export
✅ Ideal for field-initiated change orders, client-approved add-ons, or sub trade coordination
🛠 How to Add and Configure It
- In Step 3: Workflow, drag the Update Contract Block into the workflow
- Connect it to a relevant block (e.g., Submit, Approve)
- Click the block to configure contract update logic:
⚙️ Configuration Options
1. Project Selection
- Pull the project value from a dropdown field in the form
- Or hard-code a project (rare, only for internal-only templates)
⚠️ Project is required. Without it, the contract cannot be updated.
2. Line Item Type
Choose the type of contract item to add:
- Change Order
- Subcontract
- General Line Item (for internal use or generic contracts)
3. Field Mapping
Map your form fields to contract entry columns, such as:
| Contract Field | Form Field Example |
|---|---|
| Project | “Project Name” |
| Contract Amount | “Contract Total” |
| Description | “Description of Changes” |
🧠 Use Case Examples
| Form | Contract Entry | Notes |
|---|---|---|
| Field Change Request | Creates Change Order with cost + scope | Approved by PM first |
| Subcontract Agreement | Adds Subcontract entry with vendor name | Includes description + date |
| Internal Work Order | Adds General Line Item | No customer-facing fields |
🔁 Integration with Other Workflows
- Combine with Approval Block to ensure item is added only after signoff
- Use with Send Email Block to notify accounting or PM
- Pair with Update Cost Block to apply change to budget right after
📌 Best Practices
- ✅ Always ensure project selection is required on the form
- 🔒 Use internal-only fields for Notes or internal-only costing
- 🧩 Use different templates for different contract types (e.g., Change vs. Subcontract)