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Conga Support

Hiding a Field in an Additional Form

This page applies to: Conga Contracts (formerly Novatus)

Although a field added to company, contract, and project additional form cannot be deleted, a user with the Additional Forms Admin permission can hide a field in the form so that it does not display when users add the form to a Profile.  The Informational Panels, which provide headings to organize the fields in the form, can be deleted.

An additional field can also be hidden in the Company, Contract, and Project Profile screen.

In the steps below, we are hiding a field in a contract additional form, but the procedure is the same for a company additional form and a project additional form.

1.  Locate the additional form containing the field you want to hide, and display its Profile Edit screen.

AddFormHide.png

2.  Locate the field in Column 1 or Column 2, and click on it to select it.  An active field is outlined with a red segmented line and its properties display in the Field Properties table.

3.  Right-click on the field, and click .  The hidden field is grayed out.

To delete an Information Panel, right-click on the panel and click image234.png.

4.  Click Save.