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Conga Support

Locating a List

Field lists are organized by categories and managed from the List Administration screen. Currently, there are 13 default list categories: Address, Clause Library, Company, Company Additional Fields, Contract, Contract Additional Fields, Document, Payment Terms, People, Project, Project Additional Fields, Relationship, and Workflow.  Additional categories are added when an administrator adds an additional company, contract, or project additional form.  These additional forms are added to the List Administration screen in alphabetical order by form name.

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

2.  In the Field Lists section of the screen, enter the name of the list, or the first few letters of the list name, in the Search field, and press the ENTER key on your keyboard. To clear the filter, click the icon.

3.  Click on the list name to select it, and display the existing items for the list.

  If a field list contains a large number of items, click Excel in the toolbar to export the list to an Excel spreadsheet where you can more easily view and manage the list items.

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The following table provides a list of default categories and lists, and the way in which the list is accessed in Novatus. 

Address category

To add an item to any of the lists in this category, enter Location in the Search field, and press the ENTER key on your keyboard.

  • Location Type - select to display buttons that allow you to add types of company locations, as well as edit, disable, or delete existing locations.
  • Location Required Fields - select to display a list of fields that can be designated as required information, and click inside a field's check box to make it required.
  • Location Quick Tips - select to display the fields for which you can provide informational or instructional text in order to help users correctly populate a field. This text displays when the user hovers over the field.

Users access the list by clicking the Locations link in the Company Profile and selecting Add Location in the toolbar.

Clause Library category

To add an item to any of the lists in this category, enter Clause in the Search field, and press the ENTER key on your keyboard.

  • Clause Category - select to display buttons that allow you to add the categories of clauses that are used as substitute language in your company's contracts, as well as edit, disable, or delete clause categories.
  • Clause Type - select to display buttons that allow you to add the types of clauses that are used as substitute language in your company's contracts, as well as edit, disable, or delete clause types. 
  • Clause Security - select to display buttons that allow you to add different security levels that can be assigned to a clause, as well as edit, disable, or delete security levels.

Users access these three lists by clicking the Clauses link in the MyPlace menu in the Navigation Toolbar, and selecting New Clause in the toolbar.

  Clause security is tied to user roles so that the access to substitute contract language can be controlled.

Company category

To add an item to the lists in this category, enter Company in the Search field, and press the ENTER key on your keyboard.

  • Company Category, Company Type, Company Group, Company Status, and Company Additional Name Type - select to display buttons that allow you to add selections to these lists, as well as edit, disable, or delete existing selections.
  • Company Required Fields - select to display a list of fields that can be designated as required information. Click inside a field's check box to make the field required when a new company is being added to the system. 
  • Company Quick Tips - select to display the fields for which you can provide informational or instructional text in order to help users correctly populate a field.

Users access these lists by clicking the New Company link in the Companies menu in the Navigation Toolbar.

Company Additional Fields category

To add an item to any of the lists in this category, locate the Company Additional Fields category by scrolling through the list.

This category includes any field lists that were added to the default Company Profile by an Administrator.

Contract category

To add an item to the lists in this category, locate the Contract category by scrolling through the list. 

Entering Contract in the Search field will not return the the Additional Party Type, Address Type, and Agreement Type lists.

  • Additional Party Type, Address Type, Agreement Type, Contract Location, Contract Group, Contract Type, Contract Status, and Contract Responsibilities - select to display buttons that allow you to add selections to these lists, as well as edit, disable, or delete existing selections.
  • Contract Required Fields - select to display a list of fields that can be designated as required information. Click inside a field's check box to make the field required when a new contract is being added to the system. 
  • Contract Quick Tips - select to display the fields for which you can provide informational or instructional text in order to help users correctly populate a field.

  The Contract Responsibilities list involves three intersecting components: contract responsibilities, user functions, and user types. Contract Responsibilities are not only used to assign positions of responsibility for a contract in a Contract Profile, but also to set the Requester and Approver roles in a contract request template.

Users access these lists by clicking the New Contract link in the Contract menu in the Navigation Toolbar, or by selecting New Contract in the toolbar of the Company Profile.

Contract Additional Fields category

To add an item to any of the lists in this category, locate the Company Additional Fields category by scrolling through the list.

This category includes any field lists that were added to the default Contract Profile by an Administrator.

Additional Forms

The fields lists added to a company additional form, contract additional form, and project additional form are listed as categories in alphabetical order by the name of the form. Therefore, it is recommended that Administrators precede the name of the additional form with "Company Additional" or "Contract Additional" or "Project Additional" so that the forms display in a central location in the List Administration screen.

Document category

To add an item to the lists in this category, enter Document in the Search field, and press the ENTER key on your keyboard.

  • Document Type Group - select this list first to establish the groupings for your documents. Add selections to the list and manage the selections by editing, disabling, and deleting existing selections. 
  • Document Types - after adding all the document type groups, add selections to this list and manage the selections by editing, disabling, and deleting existing selections.

Users access the Document Type list the Documents browse screen by clicking in the field, and in the Document Profile screen by clicking New Document in the toolbar.

Global Translations

To add an item to the lists in this category, enter Global in the Search field, and press the ENTER key on your keyboard.

This category includes all of the list items contained in the additional form lists and additional field lists that Administrators have added to Novatus, as well as some list items from default (system) fields in the Company, Contract, and Project Profiles so that Administrators can translate the list items into a language other than English.

People category

To add an item to the lists in this category, enter People in the Search field, and press the ENTER key on your keyboard.

  • People Functions - select to display buttons that allow you to add selections to the list, as well as edit, disable, or delete existing selections. 
  • People Required Fields - select to display a list of fields that can be designated as required information. Click inside a field's check box to make the field required when a new company is being added to the system.

Users access the Functions list by clicking on the People link in a Company Profile and selecting Add Person in the toolbar. Administrators access the Functions list in the User Profile screen when adding a user.

  People functions are used in other program features, including adding a responsibility for a contract in a Contract Profile, and identifying the users who can complete and/or approve a workflow step and a flow step.

Project category

To add an item to the lists in this category, enter Project in the Search field, and press the ENTER key on your keyboard.

  • Project Group - select to display buttons that allow you to add the groups to which a project can be assigned, as well as edit, disable, or delete existing groups.
  • Project Status - select to display buttons that allow you to add the statues that can be assigned to projects, as well as edit, disable, or delete existing statuses. 
  • Project Type - select to display buttons that allow you to add the types used categorize projects, as well as edit, disable, or delete existing types.

Users access these three lists by clicking on the Projects link in the MyPlace menu in the Navigation Toolbar, and selecting New Project in the toolbar.

Project Additional Fields category

To add an item to any of the lists in this category, locate the Project Additional Fields category by scrolling through the list.

This category includes any field lists that were added to the default Project Profile by an Administrator.

Relationship category

There is only one field list in this category: Company Relationships, which is found in the Relationships Profile. To access the list, click on the Relationships link in a Company Profile, and select the New Relationship button.

Note: Administrators should add selections to the Company Relationships list, reflecting all the possible relationships between the companies in their Novatus system.

Workflow category

There is only one field list in this category: Routing Table Category, which is found in the third step of the Workflow Wizard that can be launched from both a Company Profile and a Contract Profile. Administrators should first add selections to the Routing Table Category list, providing descriptive names for each selection, and then set up one or more routing tables.

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