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Conga Support

Hiding Fields in a Dynamic Form

Dynamic forms cannot be deleted. However, Administrators can "hide" the individual fields in a form, and also delete the Informational Panels, which are used as headings to organize the fields in the form.

In the example below, a field is being hidden in a Dynamic Company Form, but the same steps apply in hiding a field in a Dynamic Contract Form and a Dynamic Project Form.

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A

Navigation Toolbar

Click on Admin to display the menu, and select Dynamic Forms to display the Dynamic Form Admin Browse screen.

Note: If the Dynamic Forms link is not in your Admin menu, you do not have the permissions to use this feature.

B Dynamic Form

Locate the dynamic company, contract, or project form containing the field you want to hide, and click on it to display its profile screen.

Note: Dynamic forms are grouped into four categories by Form Type: Additional Fields, Company, Contract, and Project.

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C

Form field

Click inside the field you want to hide to select it. An active field is outlined with a red segmented line and its properties display in the Field Properties grid.

D

Hide button

Right-click in the field to display a button, and then click on the button to hide the field. The hidden field is "grayed out."

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E

Information Panel

If you want to delete an Information Panel, click inside the field to select it. A selected field is outlined with a red segmented line and its properties display in the Field Properties grid.

F

Delete button

Right-click on the Information Panel to display a button, and then click on the button to delete it.

G

Save button

Click to save your changes and hide a dynamic form field.