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Adding Categories and Items to a Tree Field

A tree field that has been added to a dynamic form, or to the Additional Fields section in a Contract, Company, or Project Profile, allows Administrators to capture tiered information, which is useful in capturing multi-level information using a single field.

In the example below, which is related to the example provided in the Adding a Dynamic Company Form topic, the Administrator first adds categories (i.e., Departments) for the tree field, and then adds items (i.e., people who are the points of contact for that department) to each category.

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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.

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

Dynamic form

Locate the dynamic form containing the tree field.

C

Tree field

Locate the tree field, and click on it to select it.

D

Tree field hierarchy

Verify that the top level of the hierarchy displays with a folder icon on the right side of the screen. You can click in the field to the right of the folder and enter a name for the top level, as well as enter information in the Description field.

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E

Add / Delete pop-up menu

Right-click on the top level folder in the hierarchy to display a pop-up menu, and then select the Add button to add a category to the hierarchy. A New Item category record displays.

F

New Item category record

  • Click on the New Item text, and enter a name for the category (e.g., Sales).
  • Click in the Description field, and type the information or instruction you want to display when a user "mouses-over" this category in a dynamic form.

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G

Add / Delete pop-up menu

Right-click on the category folder to display a pop-up menu, and then select the Add button to add a list item to the category you just added. A New Item list record displays as an indented entry under the category.

H

New Item list record

  • Click on the New Item text, and enter a name for the list item (e.g., Stuart Bondek).
  • Click in the Description field, and type the information or instruction you want to display when a user "mouses-over" this item in a dynamic form.

Repeat Steps G and H, adding as many items as needed to the category list.

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I

Add / Delete pop-up menu

Right-click on the top level folder in the hierarchy (e.g., COMPANY CONTACTS) to display a pop-up menu, and then select the Add button to add a second category to the hierarchy. A New Item category record displays.

Note: You can add as many categories and as many list items as you like to a tree field. However, you can only add four sub-categories to a category.

J

New Item category record

  • Click on the New Item text, and enter a name for the second category (e.g., Administration).
  • Click in the Description field, and type the information or instruction you want to display when a user "mouses-over" this category in a dynamic form.

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K

Add / Delete pop-up menu

Right-click on the second category to display a pop-up menu, and then select the Add button to add a list item to the category. A New Item list record displays as an indented entry under the category.

L

New Item list record

  • Click on the New Item text, and enter a name for the list item (e.g., Nick Moore).
  • Click in the Description field, and type the information or instruction you want to display when a user "mouses-over" this category in a dynamic form.

Repeat Steps K and L, adding as many items as needed to the category list.

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M

New Item category records and New Item list records

  • Repeat Steps I and J to add new categories to the tree field.
  • Repeat Steps K and L to add new list items to a new category.

N

Excel button

After adding all the categories and list items, you may not be able to view all your information without scrolling. Click the Excel button in the toolbar to generate a spreadsheet showing all the information in the tree field.

O

Save button

Click to save your information and add list items (and categories) to a tree field.

  Once you have added categories and items to a tree field in a dynamic form, you can edit, disable, and delete items and categories, as needed.