You must be a Conga Novatus Administrator to edit Roles.
How to create a Profile Rule
- In the
menu, click .
- Select the Profile or Dynamic Form that you wish to create a Profile Rule for.
- In the Profile Rules Edit screen, click .
- Enter a Rule Name.
- Once you have added a name for your rule, click This step is the IF condition. Here you can choose a field, operation and value.
- Once the Conditions statement is set up properly, you can setup your Action statement under Actions section.
- Click . Here you can select what type of action, Field, and input value that fits your needs.
- Click .