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Adding an Item to a Dynamic Form List

When an Administrator adds a field list to a Dynamic Company, Contract, or Project Form, they must also add the items selections for the list since the Dynamic Forms feature and the Lists feature work in conjunction with one another.

There are six types of lists that Administrators can add to a Dynamic Contract, Company, and Project Form:

  The Combo List, Multi-select List, Linked Combo Field, Linked Multi-select Field, Tree Field, and Person Field can also be added as an additional field in a Contract, Company, or Project Profile screen.

  • Combo List - a list of items that allows the user to select one item in the list.
  • Multi-select List - a list of items that allows the user to select more than one item in the list.
  • Linked Combo Field - a set of list items that correspond to each selection in a combo list is created so that when a user makes a selection in the combo list, the options in the linked combo list are limited to those defined by the Administrator. Users can make only on selection in the linked combo list.
  • Linked Multi-select Field - a set of list items that correspond to each selection in a combo list is created so that when a user makes a selection in the combo list, the options in the linked multi-select list are limited to those defined by the Administrator. Users can make more than one selection in the linked multi-list.
  • Tree field - a hierarchy of list items is created, allowing users to drill down one or more levels and select the most appropriate option at each level.
  • Person Field - a system-generated list that requires an Administrator to create all the functions that users will need in Novatus Contracts. Once the functions are defined, the Administrator adds the Person Field to a Dynamic Company, Contract, or Project Form, and selects one user function. When a user populates the field in the form, the selected user function is replaced with the names of all the people in Novatus Contracts who can perform this function. See Adding a Person Field in Adding a Dynamic Project Form.

The example below shows how to add an item to a Combo List or a Multi-select List in a dynamic contract form, but the procedure is the same for a dynamic company form and a dynamic project form.

image145.png

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.

Note:The screen displays an alphabetical listing of categories (Company, Contract, Address, Clause, Document, Global Translation, People, Project, Relationship, and Workflow). Dynamic forms and additional fields are also listed alphabetically as categories.

B

Search option

Locate the list for the dynamic form by entering all or part of the list name (e.g., Milestone) in the Search field, and pressing the Enter key on your keyboard. To clear the search results, click on the icon.

Note: The Search option is designed to locate lists, and not categories. Therefore, you can only locate a dynamic form using the Search option if the name of the form (e.g., Contract Milestones) was used in the name of the list (e.g., Milestone).

C

Field List record

Click on the field list to select it. Any existing list items display on the right side of the screen. List items are displayed in ascending (A-Z and 0-9) order. To change the sort order from ascending to descending (Z-A and 9-0), click on the Name header.

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

Add button

Click to display a new item record with editable fields. The New Item record displays at the top of the list.

F

New Item - Name and Description fields

  • Click on the New Item text in the Name column, and enter a name for the field list item exactly as you want it to appear in the dynamic form list.
  • Click on the Default Description text in the Description column, and type the information or instruction you want to display when a user "mouses-over" this item.

Important: Continue adding list items, keeping in mind that a combo list allows users to select only one of the items you add, whereas a multi-select list allows users to select two or more of the items you add.

G

Save button

Click to add the item selection to the dynamic form list.