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Conga Support

Editing and Moving Items in a Company List

A company list item can easily be edited to accommodate changes in the way company information is categorized. A company list item can also be moved to change its position in the list if the default alphabetical sort order is not the most appropriate ordering for the items in the list.

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A

Navigation Toolbar

Click on Admin to display a menu of your administrator functions, and click on Lists to display the List Administration screen.

Note: If the Lists link not in your Admin menu, you do not have the permissions to use this feature.

B

Fields List category

Locate the Company category in the browse screen by entering "comp" (or company) in the Search field, and pressing the Enter key on your keyboard. To clear the search results, click on the icon.

Note: The items in this category include five company field lists, a link to the profile fields that can be made mandatory, and a link to the fields for which a Quck Tip can be added.

C

Company list

Locate the list that contains the item you want to edit or move, and click on it to display all the items in the list.

D

Excel button

Click if the list of selections is lengthy, and you want to view the list in an Excel spreadsheet. The Excel application launches and displays a spreadsheet with an easy-to-view listing of all list items.

E

Name and Description fields

If you want to edit an item, click inside its Name and/or Description field to make it editable. Type over the existing text to edit the item's name or description. The Company Status field list also has an editable Status Type field with "Active" and "Inactive" as the options.

F

Alphabetical check box

If you want to change the default sort order of the list items from alphabetical to an Administrator-defined sort order, deselect the check box.

G

List Item record

To change the order of an item in the list, click on the list item to select it, and then drag-and-drop it upwards or downwards to a different location in the list. If you are successfully moving a list item, the prompt displays during the move.

H

Save button

Click to edit or move the company list item.