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Conga Support

Additional Form Admin Browse Screen

Additional forms are viewed and managed from the Additional Form Admin Browse screen. The screen is subdivided into four Form Type categories: Additional Fields, Company, Contract, and Project.

  • The Additional Fields category houses the fields that Administrators have added to the default Company, Contract, and Project Profiles. Users access the Administrator-defined fields for a profile by displaying the Additional Fields section in a Company, Contract, or Project Profile.
  • The Company, Contract, and Project categories contain a list of the forms that Administrators have created and linked to specific groups/types of companies, contracts, and projects. Users access the Administrator-defined forms that are linked to a Profile by clicking on the Additional Forms link in a Company, Contract, or Project Profile.

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A

Navigation Toolbar

Click Admin to display a menu, and select the Additional Forms link to display the Additional Form Admin Browse screen.

B

Company Additional Fields link

Click to display a screen that allows you to add an additional field to the default Company Profile, as well as view, edit, and hide the additional fields that have already been added to the Company Profile screen.

C Contract Additional Fields link Click to display a screen that allows you to add an additional field to the default Contract Profile, as well as view, edit, and hide the additional fields that have already been added to the Contract Profile screen.
D Project Additional Fields link Click to display a screen that allows you to add an additional field to the default Project Profile, as well as view, edit, and hide the additional fields that have already been added to the Project Profile screen.

E

Company Form records

Click to display a screen that allows you to view, edit and hide fields in an Additional Company Form.

F

Contract Form records

Click to display a screen that allows you to view, edit and hide fields in an Additional Contract Form.

G

Project Form records

Click to display a screen that allows you to view, edit and hide fields in an Additional Project Form.

H

Search option

To quickly locate an additional form, type the first few letters of the form name in the Search field and click the icon. To clear the filter, click .

I

Screen display

To manage the display of information in the screen:

  • Sort the data in a column by clicking (toggling) on a column heading.
  • Reorder and resize the columns to manage the display of information in the browse screen.

J

New Company Additional Form button

Click to create a new form to capture additional company information.

K

New Contract Additional Form button

Click to create a new form to capture additional contract information.

L

New Project Additional Form button

Click to create a new form to capture additional project information.

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