Skip to main content
Conga Support

Editing, Disabling, and Deleting Items in a Relationship List

An item in the company relationship list can easily be edited to keep up with the types of relationships that develop between the companies in your system. A relationship type can also be temporarily disabled if it will be needed again in the future, or permanently deleted if none of the companies in your system currently maintain this type of relationship.

image190.png

A

Navigation Toolbar

Click on Admin to display the menu, and select 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 Relationship category by entering "relat" (or relationship) in the Search field, and pressing the Enter key on your keyboard. To clear the search results, click on the icon.

Note: There is one list in the Relationship category.

C

Company Relationships list

Click to display an alphabetized list of relationship types.

D

Excel button

Click if the list of company relationships 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 relationship types.

E

Relationship field

If you want to edit the name of a relationship, click inside the field to make it editable, and type over the existing text.

F

Related Relationship list

If you want to change the association between a relationship and a related relationship, click inside the field to activate the list, and make a different selection in the list.

G

Disabled check box

If you want to make a company relationship temporarily unavailable, locate the relationship and click inside its check box.

H

Delete button

If you want to delete a company relationship, click on its icon to display a Remove List Item confirmation prompt. Select the Yes option in the prompt.

I

Save button

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