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Conga Support

Editing and Moving Items in a Routing Table List

This page applies to: Conga Contracts

A user with the List Admin permission can edit an item in the Routing Table Category field list, which is used in adding a routing table and running the Workflow Wizard. The List Admin can also move a list item to change its position in the list if the default alphabetical sort order is not the most appropriate ordering for the items in the list.

1.  Click Admin in the Navigation Toolbar, and click the Lists link in the menu.

2.  In the List Administration screen, enter routing in the Search field and press the ENTER key on your keyboard.

3.  When the results display in the Fields List section, locate the Workflow (1 Item) category.

4.  In the Workflow category, click the Routing Table Category list to display the existing category types in right side of the screen.

5.  Perform any of the following edits for a routing table category list item:

  • Click in the Name field and type over the existing text to change its name.
  • Click in the Description field and type over the existing text to edit the information that displays when a user hovers over the list item.
  • Select the Alphabetical check box to display the items in alphabetical order in the field list, or clear the check box to display the items in the order in which they were entered.
  • Add another item to the category list.

6.  Change the order in which items appear in the Category list:

  • Clear the Alphabetical check box if it is selected.
  • Click a list item record to select it.
  • Drag the record upwards or downwards to the desired location, making sure the  prompt is displayed.
  • With the prompt still displayed, release your mouse.

7.  Click Save.

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