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Conga Support

Locating an Additional Form

This page applies to: Conga Contracts (formerly Novatus)

The additional forms you can use to capture supplemental information for a Contract, Company, or Project Profile are stored in the Additional Forms screen in the Profile. You can locate an additional form in this screen or by running a search query.

The additional forms you can access depends on your user role since security can be applied to a form.

1.  Open the Company, Contract, or Project Profile to identify the additional forms that you can add to the Profile.

2.  In the Links section of the screen, click the Additional Forms link.

   If a required form has not been captured (added), the Additional Forms browse screen automatically displays every time the Profile is opened until the form is captured. A Missing Required Additional Forms heading appears at the top of the browse screen and the required form displays with a pink background.

3.  In the Additional Forms screen, locate a form by scrolling through the list, or clicking on the Form Name or Form Description header to change the sort order of the information.

  • To locate the additional forms that have already been added to the Profile, change the sort order to descending in the Forms Captured column so that forms with a number greater than "0" display at the top of the list.  

A form that displays a "2" in the Forms Captured column indicates the form has been added to the Profile twice.  The ability to capture the same type of data more than once is beneficial if you were tracking the progression of an event or occurrence for a Company, Contract, or Project Profile. 

4.  Click an additional form record to display its browse screen, which contains a record of each instance the form was captured.

5.  Click on an instance of a captured form to display its Additional Form Profile.

Search Query

      To search for an additional form, you must know the name of the form.

A search query to locate the company, contract, or project profiles that have captured a specific additional form is shown below.

1.  Click Search in the Navigation Toolbar, and select the Search Query link in the menu.

2.  In the Query Info view of the screen, click New in the toolbar.

3.  When the screen refreshes, set up one of the following hierarchies in the Result Type list to search for a company, contract, or project form:

  • Company
    • Click in the list to display the hierarchy, and click the Company folder.
  • Company→Contract
    • Click in the list to display the hierarchy, and click the icon to the left of the Company folder.
    • Scroll past the alphabetical listing of fields in the Company Profile, and click the Contract folder.
  • Project
    • Click in the list to display the hierarchy, and click the Project folder.

4.  In the Criteria section, set the search hierarchy for the company, contract, or project form in the field list:

  Instructions for setting the hierarchy for a contract additional form are provided since it is the most complicated.  The same principle applies to setting the hierarchy for a company and project additional form.

  • Company→[Additional Form]→Dynamic Object History→History Field
  • Company→Contract→[Additional Form]→Dynamic Object History→History Field
    • Click in the field list to display the hierarchy, and click the icon to the left of the Company folder.
    • Scroll past the alphabetical listing of fields in the Company Profile, and click the icon to the left of the Contract folder.
    • Scroll through the alphabetical listing of fields in the Contract Profile, and click the icon to the left of the folder with the name of the contract additional form.
    • Click the icon to the left of the Dynamic Object History folder for the additional form.
    • Click the History Field sub-folder.
  • Project→[Additional Form]→Dynamic Object History→History Field

You can also search an additional form using any of the Administrator-defined fields in the form.

5.  In the Criteria section, define the operator and value(s) for the search:

  • Select Not Empty in the inclusion list since any form that has been captured has a history.

  The Not Empty, Null, Not Null, True, and False operators in the inclusion list do not require a value.

6.  Click Execute in the toolbar to run the query.

7.  When the Results view of the screen displays, click a search record to display its Company, Contract, or Project Profile.

8.  In the Links section of the Profile, click the Additional Forms link.

9.  In the Additional Forms screen, click a form record to display the form's Profile.