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Conga Support

Product Grid

This page applies to: Conga Contracts

The Product Grid allows you to manage all the products that have been added to a Contract Profile from a single screen, instead of accessing individual Product Profiles and/or the Products browse screen.

1.  Open the Contract Profile that has stored product information.

2.  Click the Products link in the Links section of the screen.

3.  In the Products screen, click Edit Product Grid in the toolbar.

Product5.png

A

Product records

View the products stored in the profile.

Edit a product in the grid by clicking in any product field to activate it.

B

Add Product button

Click to add a product to the grid.

C

Delete icon

Click Icon Delete to delete a product from the grid.

D

Sort option To sort the information in a column in ascending or descending order, click (toggle) on the column heading.

E

Column display To customize the information in a browse screen, hover over a column heading until the  icon displays, and click on it to open the Sort/Column menu.  Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.

F

Reorder and Resize options
  • To resize a column, mouse over the right or left border of the header until the resize icon appears. Then, click on the border and drag it until the column is the desired width.
  • To move a column to a different location in the browse screen, click on the column header and then drag it to the left or right, and drop it in the desired location. If you are successfully moving a column of data, the icon displays during the move
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