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

1. In Step 3: Workflow, drag the Update Contract Block into the workflow
2. Connect it to a relevant block (e.g., Submit, Approve)
3. 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:

🧠 Use Case Examples

🔁 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)