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Conga Support

Hiding an Additional Field

An additional field that has been added to the Additional Fields section of the default Contract, Company, or Project Profile cannot be deleted. However, Administrators can prevent users from populating the field by deactivating or "hiding" the field.

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

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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

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.

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D

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.

E

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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F

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.

G

Delete button

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

H

Save button

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