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Conga Support

Editing, Disabling, and Deleting Items in a Tree Field

A tree field can be edited by making changes to a category name and/or the list items in the category.  A tree field can also be edited by adding new categories and list items.  An entire category, as well as individual list items in the category, can be temporarily disabled if they will be needed again in the future, or permanently deleted if they will never be used again.

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

2.  In the List Administration screen, locate the tree field by typing its name (or part of its name) into the Search field, and pressing the ENTER key on your keyboard.

3.  Click on the tree field in the Fields List section to select it, and display the categories for the tree field in the right side of the screen.

  • Click Icon Expand Hier.png to expand a category and display the list items.

Tree3.png

4.  Edit a category name, or a list item in the category, by clicking on its name to enable the field and typing over the existing text.

5.  Add a category by right-clicking on the Icon Folder Open.png icon at the top of the hierarchy to display an Add/Delete menu, and selecting Add.  Add a list item to a category by right-clicking on the icon for the category, and selecting Add in the Add/Delete menu.

6.  Disable an entire category (and all its list items) by selecting its Disabled check box. 

  • To disable individual list items in a category, expand the category by clicking Icon Expand Hier.png.  Locate the list item, and select its Disabled check box.

7.  Delete an entire category (and all its list items) by right-clicking on the icon for the category, and selecting Delete in the Add/Delete menu. In the confirmation prompt, click Yes.

  • To delete individual list items in a category, expand the category by clicking Icon Expand Hier.png.  Locate the list item, right-click on its icon to display an Add/Delete menu, and select Delete

8.  Click Save.