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Additional Form and Field Lists Overview

Additional forms are Administrator-designed forms that are used to capture supplemental information, which is then stored in a Company, Contract, or Project Profile.  Additional fields are the fields and lists that Administrators add to the default Company, Contract, and Project Profile screens to capture standard information for every company, contract, and project added to Novatus.

Whenever an Administrator designs an additional form that includes a field list, the items in that list are managed from the List Administration screen.  Similarly, the field lists that Administrators add to the default Company, Contract, and Project Profile screens using the Additional Fields feature are also managed from the List Administration screen.

Field lists that have been added to an additional form are stored as categories under the name of the form in the List Administration screen. Since all categories in this screen appear in alphabetical order, a new additional form can be located by scrolling through the list to locate the form name. The Search option is useful in locating the field lists within a category in the List Administration screen.

From the List Administration screen, Administrators can also designate a field list as required, as well as add a Quick Tip (instructional or informational text that displays when a user hovers over the field).

There are six types of lists used in the Additional Forms and Additional Fields features:

  • Combo List - Administrators add two or more items to the list, and users can select one item. Combo list items in an additional form are edited, disabled, and deleted in the same way as items in an additional field are added, edited, disabled, and deleted.
  • Multi-select List - Administrators add two or more items to the list, and users can select more than one item. Multi-select list items in an additional form are edited, disabled, and deleted in the same way as items in an additional field are added, edited, disabled, and deleted.
  • Linked Combo Field - Administrators set up a hierarchy of items in this field that correspond to each selection in a combo list so that when a user makes a selection in the combo list, the options in the linked combo field are limited to those defined by the Administrator. The items in a linked combo field can be added, edited, disabled, and deleted.  Users can make only one selection in the linked combo list.
  • Linked Multi-Select Field - Administrators set up a hierarchy of items in this field that correspond to each selection in a combo list so that when a user makes a selection in the combo list, the options in the linked multi-select field are limited to those defined by the Administrator.  The items in a linked multi-select field can be edited, disabled, and deleted.  Users can make multiple selections in the linked multi-list. 
  • Tree Field - Administrators create a hierarchy of items, allowing users to drill down one or more levels and select the most appropriate option. Items in tree fields can be edited, disabled, and deleted.
  • Person Field - Administrators must first define the functions that program users, company contacts, and external participants will have in Novatus.  Administrators can then add a Person Field to an additional form for a Company, Contract, or Project Profile, or as an additional field in a Company, Contract, or Project Profile screen. Administrators provide a name for the field and assign a single user function to the field. Novatus translates the user function into a list of people who hold this function so that when a user populates the field in an additional form or field, they must select one of the people in the list.