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Adding a Project Additional Field

Administrators can add additional fields to a Project Profile to capture supplemental data that is not captured in the default Profile screen, but considered necessary information for the projects that users added to Novatus Contracts. 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 Project 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 Project 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. See Adding a Dynamic Project Form for an example of the Person Field.

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

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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

Profile category

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

C

Project Additional Fields link

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

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D

Description Field

If you would like to provide a description for the additional fields that are added to the Project 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 Project Profile.

F

Field Name field

Enter a name for the field (e.g., Intranet Web Page).

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., Hyperlink Field). Click the Save button to add the field to the profile.

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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. In this example, the Default Value field also displays and is populated with the URL for the company's intranet site, where Administrators are requesting users to upload their project findings.

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 Project 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.

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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., Project Summary Data).

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 thee 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.

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E

Save button

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

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