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Conga Support

Editing a Rule for a Company, Contract, or Project Profile Field

Administrators can easily edit a profile rule for a system field or an additional field in a Contract, Company, or Project Profile.

1.  Click Admin in the Navigation Toolbar, and click the Profile Rules link.

2.  In the Profile Rules Admin screen, locate the Profile Type: Profile category, and click the Contract Profile (or Company Profile or Project Profile) record.

3.  In the Profile Rules Edit screen, locate the profile rule you want to edit in the Rules section.

4.  Click on the rule name to select it and enable its Condition and Action fields.

5.  Edit the information in the Rules, Conditions, and Actions sections.

   A single profile rule can contain multiple conditions and multiple actions for a condition.

6.  Click Save.