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Conga Support

Editing, Disabling, and Deleting Items in a Routing Table List

A Routing Table Category list item can easily be edited by changing its name and/or description. A Routing Table Category list item can also be temporarily disabled if it will be needed again in the future, or permanently deleted if your company no longer uses this routing table in negotiating a contract.

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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

Field List category

Locate the Workflow category by entering "routing" in the Search field, and pressing the Enter key on your keyboard. To clear the search results, click on the icon. The Search option is used to search for field lists, and not list categories.

Note: There is one list in the Workflow category (i.e., Routing Table).

C

Routing Table Category list

Click on the link to display the existing items in the list.

D

Excel button

Click if the list of routing tables 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 routing table categories.

E

Name and Description fields

If you want to edit the name or description of a routing table list item, click inside its Name or Description field to make it editable, and type over the existing text.

F

Disabled check box

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

G

Delete button

If you want to delete a routing table, click on its icon to display a Delete Confirmation prompt. Select the Yes option in the prompt to delete the routing table.

H

Save button

Click to edit, disable, or delete the item selection for the routing table.