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Conga Support

Disabling and Deleting Items in a Company List

A company list item can be disabled temporarily if it will be needed again in the future, or permanently deleted if it is no longer relevant or applicable.

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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 is 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 Quick Tip can be added.

C

Company list

Locate the list that contains the item you want to disable or delete, 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

Disabled check box

If you want to make an item temporarily unavailable to users as a selection in this list, click inside its check box.

F

Delete button

If you want to delete an item from a company list, click on its icon to display a confirmation prompt, and then select the Yes option in the prompt.

G

Save button

Click to edit, disable, or delete the company list item.