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Obligation Actions
The permissible actions for an obligation depend on the persona. You can use the obligation actions on the Obligations tab on a contract record page.
| Action | Description |
|---|---|
| Edit | Update obligation details such as name, reference object, assignee, party, and status. |
| Delete | Delete an obligation. |
| Clone | Clone any obligation to create an obligation. The name of the cloned obligation must be unique. |
| Change Owner | Assign the obligation to another user. See Change Obligation Owner. |
| Add Task | Create and associate Salesforce tasks for upcoming obligations within contracts. See Create a Salesforce Task for an Obligation. |
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