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Adding a Company Additional Field

Administrators can add additional fields to a Company Profile to capture supplemental data that is not captured in the default Profile screen, but considered standard company information by their organization. The types of fields and lists that Administrators can add to a Profile screen are the same as those that can be added to dynamic form.

There are seven types of fields that can be added to a Company Profile: Text (256 characters or less), Long Text (up to 40 pages), Date, Number, Currency, Hyperlink, and GIS Geometry.  The GIS Geometry Field provides a visual representation of location data. Administrators can provide the coordinates for the location of a company or an individual, and when the user clicks on the field, a map displays showing the location.

There are six types of field lists that can be added to a Company Profile:

  • Combo List - two or more items are added to the list, and users must select one item.
  • Multi-select List - two or more items are added to the list, and users can select more than one item.
  • Linked Combo Field - a set of list items that correspond to each selection in a combo list is created so that when a user makes a selection in the combo list, the options in the linked combo list are limited to those defined by the Administrator. Users can make only on selection in the linked combo list.
  • Linked Multi-select Field - a set of list items that correspond to each selection in a combo list is created so that when a user makes a selection in the combo list, the options in the linked multi-select list are limited to those defined by the Administrator. Users can make more than one selection in the linked multi-select list.
  • Tree Field - a hierarchy of list items is created, allowing users to drill down one or more levels and select the most appropriate option at each level.
  • Person Field - a system list that is generated based on the user function that an Administrator selects in setting up the Person Field in a profile. For example, if an Administrator wants to capture the name of the salesperson responsible for a new account, the Administrator would add a Person Field to a Company Profile, enter Sales Contact as the field name, and select Salesperson as the user function. When a user creates a Company Profile and displays the items in the Sales Contact list in the profile, the list is populated with the names of the people who hold the Salesperson function in Novatus Contracts. See Adding a Dynamic Project Form for an example of the Person Field.

Important: If an Administrator adds an additional field list to a Company Profile, he/she must also add the items selections for the list via the Company Additional Fields category in the List Administration screen.

  • image262.png

    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

    Profile category

    Locate the Form Type: Additional Fields category in the browse screen.

    C

    Company Additional Fields link

    Click to display the Dynamic Profile Edit screen showing the additional fields that have been added to the Company Additional Fields section of the Company Profile.

    In the following example, a multi-select list is added to capture the company's preferred method(s) of contact (email, phone, fax, written correspondence). Other fields added to the form include the Primary Point of Contact (combo list), as well as the type of financial data obtained (multi-select list), and the year associated with the financial data (whole number field).

    image263.png

    D

    Description Field

    If you would like to provide a description for the additional fields that are added to the Company Profile, enter your information.

    E

    Add Field button

    Click to display an Add Field dialogue box, which requires you to provide information for the new field you are adding to the profile.

    Note: Use caution when adding a field to a profile since you cannot delete a field once you add it. However, you can hide a field by right-clicking on the field and selecting the button. The field will not display when a user adds or opens a Company Profile.

    F

    Field Name field

    Enter a name for the field (e.g., Preferred Methods of Contact).

    G

    Field Type list

    Click on the list arrow to display the list of options for the types of fields that can be added to the profile, and make a selection in the list (e.g., Multi-Select Field). Click the Save button to add the field to the profile.

    image265.png

    H

    Form field

    Click in the field to select it and display its properties in the Field Properties Grid. An active field is outlined with a red segmented line.

    Note: A field can be moved by clicking on the field to select it, and then dragging and dropping it to the desired location.

    I

    Field Properties Grid

    Edit the properties for the field, as needed. You can (1) change the name of the field by editing the text in the Field Label field (2) make the field required by selecting the "true" option in the Required list, and (3) add a Quick Tip so that when users "mouse over" the field, they have instructions on populating the field.

    Note: The Field Type cannot be edited and the API Name field will auto-populate once you save the form. The API Name field should only be populated by a developer from your company.

    Repeat Steps E-I to continue adding fields and fields lists.

    J

    Save button

    Click to save your information and add the additional field to the Company Profile.

 Adding an Information Panel

Administrators can organize the fields that they add to a profile by adding headings to draw attention to the fields, ensuring users capture the requested information. Another way to ensure users populate an additional field or make a selection in an additional list, is to make the field required.

image266.png

A

Add Information Panel button

Click to insert an editable and movable field, which displays below any existing fields.

B

Information Panel field

  • Click in the information panel and drag and drop it to the desired location in the profile. You can position the information panel in either Column 1 or Column 2.
  • Click inside the repositioned field to select it. A selected field is outlined with a red segmented line and its properties display in the Field Properties grid.
C

Display Text field

Type over the default text (i.e., Please change the display text...) and enter a name for the column heading (e.g., Company Contact Method).

D

Style list

Make a selection (None, Exclamation, Information, or Bold) in the list to identify the way you want the column heading to display in the profile.

Note: You can delete an Information Panel by right-clicking on the field and selecting the image234.png button.

Note: None - text display is unchanged. Exclamation - display is a pink background with an "!" icon. Information - display is a blue background with an "i" icon. Bold - text displays in bold font style.

image267.png

E

Save button

Click to save your information and add the new fields and the information panel to the Company Additional Fields section of the Company Profile.

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